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CGLAX vs RNPEX
CGLAX vs RNPEX Comparison
Open Charts CGLAX vs RNPEX
Calvert Global Equity Fund
Price$16.28
Change+$0.14 (+0.87%)
VolumeN/A
Net Assets9.57M
American Funds New Perspective R4
Price$60.41
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets137.47B
CGLAX vs RNPEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 137B vs. CGLAX (9.57M). CGLAX pays higher dividends than RNPEX: CGLAX (4.07) vs RNPEX (0.56). CGLAX was incepted earlier than RNPEX: CGLAX (3 years) vs RNPEX (23 years). CGLAX (2.51) is less costly to investors than RNPEX (0.76). CGLAX is a more actively managed with annual turnover of: 28.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than CGLAX: RNPEX (250) vs CGLAX (1000). RNPEX annual gain was more profitable for investors over the last year : 2.77 vs. CGLAX (-3.47).
| CGLAX | RNPEX | CGLAX / RNPEX | |
| Total Expense Ratio | 1.14 | 0.76 | 150% |
| Annual Report Gross Expense Ratio | 2.51 | 0.76 | 330% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | -2.888 | -0.821 | 352% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57M | 137B | 0% |
| Annual Yield % from dividends | 4.07 | 0.56 | 730% |
| Returns for 1 year | -3.47 | 2.77 | -125% |
| Returns for 3 years | 4.31 | 3.67 | 117% |
| Returns for 5 years | N/A | 68.44 | - |
| Returns for 10 years | N/A | 63.12 | - |
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