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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$14.93
Change-$0.67 (-4.29%)
VolumeN/A
Net Assets125.93M
American Funds New Perspective C
Price$55.04
Change-$2.29 (-3.99%)
VolumeN/A
Net Assets139.04B
CAGEX vs NPFCX Comparison Chart
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CAGEX vs. NPFCX commentary
Apr 04, 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 Hold and NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 139B vs. CAGEX (126M). 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 : 1.31 vs. CAGEX (-4.76). CAGEX return over 5 years is better than : 70.68 vs. NPFCX (62.26).
| 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 | -5.455 | -0.984 | 554% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 139B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.76 | 1.31 | -364% |
| Returns for 3 years | 8.11 | 0.31 | 2,653% |
| Returns for 5 years | 70.68 | 62.26 | 114% |
| Returns for 10 years | 18.00 | 54.49 | 33% |
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