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CGLAX vs RPEBX
CGLAX vs RPEBX Comparison
Open Charts CGLAX vs RPEBX
Calvert Global Equity Fund
Price$18.66
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets10.71M
American Funds New Perspective R2E
Price$70.03
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
CGLAX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. CGLAX (10.7M). CGLAX pays higher dividends than RPEBX: CGLAX (3.40) vs RPEBX (0.11). 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 : 11.10 vs. CGLAX (6.88).
| 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 | 12.214 | 16.001 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 159B | 0% |
| Annual Yield % from dividends | 3.40 | 0.11 | 2,963% |
| Returns for 1 year | 6.88 | 11.10 | 62% |
| Returns for 3 years | 38.19 | 44.58 | 86% |
| Returns for 5 years | N/A | 24.39 | - |
| Returns for 10 years | N/A | 81.14 | - |
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