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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$17.62
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets142.32M
American Funds New Perspective C
Price$62.87
Change+$0.39 (+0.62%)
VolumeN/A
Net Assets150.13B
CAGEX vs NPFCX Comparison Chart
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CAGEX vs. NPFCX commentary
Jun 07, 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 Buy and NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 150B vs. CAGEX (142M). CAGEX (0.00) and NPFCX (0.00) have matching dividends . CAGEX was incepted earlier than NPFCX: CAGEX (18 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 : 8.21 vs. CAGEX (0.57). CAGEX return over 5 years is better than : 40.40 vs. NPFCX (38.17).
| CAGEX | NPFCX | CAGEX / NPFCX | |
| Total Expense Ratio | 1.40 | 1.48 | 95% |
| Annual Report Gross Expense Ratio | 1.42 | 1.48 | 96% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 6.788 | 8.584 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 150B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.57 | 8.21 | 7% |
| Returns for 3 years | 35.23 | 26.06 | 135% |
| Returns for 5 years | 40.40 | 38.17 | 106% |
| Returns for 10 years | 34.50 | 69.10 | 50% |
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