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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$18.98
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets151.39M
American Funds New Perspective C
Price$66.69
Change+$0.30 (+0.45%)
VolumeN/A
Net Assets158.54B
CAGEX vs NPFCX Comparison Chart in %
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CAGEX vs. NPFCX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAGEX is a StrongBuy and NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 159B vs. CAGEX (151M). CAGEX (0.00) and NPFCX (0.00) have matching dividends . CAGEX was incepted earlier than NPFCX: CAGEX (19 years) vs NPFCX (24 years). NPFCX (1.48) and CAGEX (1.42) have similar cost to investors . CAGEX is a more actively managed with annual turnover of: 78.00 vs. NPFCX (24.00). NPFCX has a lower initial minimum investment than CAGEX: NPFCX (250) vs CAGEX (2500). NPFCX annual gain was more profitable for investors over the last year : 11.67 vs. CAGEX (6.87). CAGEX return over 5 years is better than : 29.91 vs. NPFCX (26.39).
| CAGEX | NPFCX | CAGEX / NPFCX | |
| Total Expense Ratio | 1.40 | 1.48 | 95% |
| Annual Report Gross Expense Ratio | 1.42 | 1.48 | 96% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 15.030 | 15.181 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.87 | 11.67 | 59% |
| Returns for 3 years | 56.34 | 40.94 | 138% |
| Returns for 5 years | 29.91 | 26.39 | 113% |
| Returns for 10 years | 51.84 | 87.90 | 59% |