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CAGEX vs RPEBX
CAGEX vs RPEBX Comparison
Open Charts CAGEX vs RPEBX
Calamos Global Equity A
Price$16.40
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets132.18M
American Funds New Perspective R2E
Price$61.65
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets142.32B
CAGEX vs RPEBX Comparison Chart
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CAGEX vs. RPEBX commentary
May 11, 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. CAGEX (132M). RPEBX pays higher dividends than CAGEX: RPEBX (0.14) vs CAGEX (0.00). CAGEX was incepted earlier than RPEBX: CAGEX (18 years) vs RPEBX (11 years). CAGEX (1.42) is less costly to investors than RPEBX (1.21). CAGEX is a more actively managed with annual turnover of: 78.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than CAGEX: RPEBX (250) vs CAGEX (2500). RPEBX annual gain was more profitable for investors over the last year : 4.78 vs. CAGEX (-0.61). CAGEX return over 5 years is better than : 47.48 vs. RPEBX (43.69).
| CAGEX | RPEBX | CAGEX / RPEBX | |
| Total Expense Ratio | 1.40 | 1.21 | 116% |
| Annual Report Gross Expense Ratio | 1.42 | 1.21 | 117% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | -0.606 | 2.120 | -29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | -0.61 | 4.78 | -13% |
| Returns for 3 years | 33.99 | 26.16 | 130% |
| Returns for 5 years | 47.48 | 43.69 | 109% |
| Returns for 10 years | 23.59 | 59.01 | 40% |
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