Interact to see
Advertisement
Advertisement
CGLAX vs RNPHX
CGLAX vs RNPHX Comparison
Open Charts CGLAX vs RNPHX
Calvert Global Equity Fund
Price$17.89
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective R5E
Price$68.39
Change+$0.62 (+0.91%)
VolumeN/A
Net Assets152.59B
CGLAX vs RNPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 153B vs. CGLAX (9.8M). CGLAX pays higher dividends than RNPHX: CGLAX (3.75) vs RNPHX (0.70). CGLAX was incepted earlier than RNPHX: CGLAX (4 years) vs RNPHX (10 years). CGLAX (2.51) is less costly to investors than RNPHX (0.56). CGLAX is a more actively managed with annual turnover of: 28.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than CGLAX: RNPHX (250) vs CGLAX (1000). RNPHX annual gain was more profitable for investors over the last year : 11.10 vs. CGLAX (2.54).
| CGLAX | RNPHX | CGLAX / RNPHX | |
| Total Expense Ratio | 1.14 | 0.56 | 204% |
| Annual Report Gross Expense Ratio | 2.51 | 0.56 | 448% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 6.919 | 11.312 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8M | 153B | 0% |
| Annual Yield % from dividends | 3.75 | 0.70 | 538% |
| Returns for 1 year | 2.54 | 11.10 | 23% |
| Returns for 3 years | 33.44 | 40.80 | 82% |
| Returns for 5 years | N/A | 50.69 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement