Interact to see
Advertisement
Advertisement
CGLAX vs FNFPX
CGLAX vs FNFPX Comparison
Open Charts CGLAX vs FNFPX
Calvert Global Equity Fund
Price$17.98
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective 529-F-3
Price$69.77
Change+$0.19 (+0.27%)
VolumeN/A
Net Assets155.12B
CGLAX vs FNFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 155B vs. CGLAX (10.2M). CGLAX pays higher dividends than FNFPX: CGLAX (3.62) vs FNFPX (0.74). CGLAX was incepted earlier than FNFPX: CGLAX (4 years) vs FNFPX (5 years). CGLAX (2.51) is less costly to investors than FNFPX (0.47). CGLAX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than CGLAX: FNFPX (250) vs CGLAX (1000). FNFPX annual gain was more profitable for investors over the last year : 9.20 vs. CGLAX (1.75).
| CGLAX | FNFPX | CGLAX / FNFPX | |
| Total Expense Ratio | 1.14 | 0.47 | 243% |
| Annual Report Gross Expense Ratio | 2.51 | 0.47 | 534% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 8.484 | 12.696 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 155B | 0% |
| Annual Yield % from dividends | 3.62 | 0.74 | 487% |
| Returns for 1 year | 1.75 | 9.20 | 19% |
| Returns for 3 years | 37.14 | 47.76 | 78% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |