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CGLAX vs RPEBX
CGLAX vs RPEBX Comparison
Open Charts CGLAX vs RPEBX
Calvert Global Equity Fund
Price$17.89
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective R2E
Price$66.98
Change+$0.60 (+0.90%)
VolumeN/A
Net Assets152.59B
CGLAX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 153B vs. CGLAX (9.8M). CGLAX pays higher dividends than RPEBX: CGLAX (3.75) vs RPEBX (0.13). CGLAX was incepted earlier than RPEBX: CGLAX (4 years) vs RPEBX (11 years). CGLAX (2.51) is less costly to investors than RPEBX (1.21). CGLAX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than CGLAX: RPEBX (250) vs CGLAX (1000). RPEBX annual gain was more profitable for investors over the last year : 10.30 vs. CGLAX (2.54).
| CGLAX | RPEBX | CGLAX / RPEBX | |
| Total Expense Ratio | 1.14 | 1.21 | 94% |
| Annual Report Gross Expense Ratio | 2.51 | 1.21 | 207% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 6.919 | 10.949 | 63% |
| 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 | 0.13 | 2,921% |
| Returns for 1 year | 2.54 | 10.30 | 25% |
| Returns for 3 years | 33.44 | 38.73 | 86% |
| Returns for 5 years | N/A | 46.77 | - |
| Returns for 10 years | N/A | 76.84 | - |
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