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CGLAX vs CNPEX
CGLAX vs CNPEX Comparison
Open Charts CGLAX vs CNPEX
Calvert Global Equity Fund
Price$17.90
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective 529E
Price$68.18
Change+$0.53 (+0.78%)
VolumeN/A
Net Assets156.62B
CGLAX vs CNPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 157B vs. CGLAX (10M). CGLAX pays higher dividends than CNPEX: CGLAX (3.64) vs CNPEX (0.27). CGLAX was incepted earlier than CNPEX: CGLAX (4 years) vs CNPEX (23 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 : 18.19 vs. CGLAX (9.12).
| 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 | 23 years | - |
| Gain YTD | 7.280 | 13.350 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 157B | 0% |
| Annual Yield % from dividends | 3.64 | 0.27 | 1,358% |
| Returns for 1 year | 9.12 | 18.19 | 50% |
| Returns for 3 years | 26.05 | 35.96 | 72% |
| Returns for 5 years | N/A | 36.09 | - |
| Returns for 10 years | N/A | 86.37 | - |
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