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CGLAX vs CNPEX
CGLAX vs CNPEX Comparison
Open Charts CGLAX vs CNPEX
Calvert Global Equity Fund
Price$18.66
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets10.71M
American Funds New Perspective 529E
Price$69.92
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
CGLAX vs CNPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. CGLAX (10.7M). CGLAX pays higher dividends than CNPEX: CGLAX (3.40) vs CNPEX (0.25). CGLAX was incepted earlier than CNPEX: CGLAX (4 years) vs CNPEX (24 years). CGLAX (2.51) is less costly to investors than CNPEX (1.00). CGLAX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than CGLAX: CNPEX (250) vs CGLAX (1000). CNPEX annual gain was more profitable for investors over the last year : 11.32 vs. CGLAX (6.88).
| CGLAX | CNPEX | CGLAX / CNPEX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 2.51 | 1.00 | 251% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 12.214 | 16.243 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 159B | 0% |
| Annual Yield % from dividends | 3.40 | 0.25 | 1,353% |
| Returns for 1 year | 6.88 | 11.32 | 61% |
| Returns for 3 years | 38.19 | 45.82 | 83% |
| Returns for 5 years | N/A | 25.94 | - |
| Returns for 10 years | N/A | 90.43 | - |
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