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CGLAX vs CNPEX
CGLAX vs CNPEX Comparison
Open Charts CGLAX vs CNPEX
Calvert Global Equity Fund
Price$18.16
Change-$0.10 (-0.55%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective 529E
Price$69.04
Change-$0.46 (-0.66%)
VolumeN/A
Net Assets158.54B
CGLAX vs CNPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. CGLAX (10M). CGLAX pays higher dividends than CNPEX: CGLAX (3.60) vs CNPEX (0.26). 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 : 11.40 vs. CGLAX (4.49).
| 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 | 9.266 | 14.780 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 159B | 0% |
| Annual Yield % from dividends | 3.60 | 0.26 | 1,368% |
| Returns for 1 year | 4.49 | 11.40 | 39% |
| Returns for 3 years | 35.56 | 44.01 | 81% |
| Returns for 5 years | N/A | 29.55 | - |
| Returns for 10 years | N/A | 105.02 | - |
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