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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$18.22
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets146.73M
American Funds New Perspective C
Price$64.59
Change+$0.43 (+0.67%)
VolumeN/A
Net Assets153.97B
CAGEX vs NPFCX Comparison Chart in %
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CAGEX vs. NPFCX commentary
Jun 28, 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: 154B vs. CAGEX (147M). 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 : 10.56 vs. CAGEX (1.90). CAGEX return over 5 years is better than : 48.37 vs. NPFCX (45.01).
| 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 | 10.424 | 11.554 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.90 | 10.56 | 18% |
| Returns for 3 years | 53.24 | 40.81 | 130% |
| Returns for 5 years | 48.37 | 45.01 | 107% |
| Returns for 10 years | 38.34 | 74.95 | 51% |
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