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CGLIX vs CNPAX
CGLIX vs CNPAX Comparison
Open Charts CGLIX vs CNPAX
Calvert Global Equity Fund
Price$18.22
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective 529A
Price$70.42
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
CGLIX vs CNPAX Comparison Chart in %
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CGLIX vs. CNPAX commentary
Aug 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CGLIX is a StrongBuy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. CGLIX (10M). CGLIX pays higher dividends than CNPAX: CGLIX (0.58) vs CNPAX (0.48). CGLIX was incepted earlier than CNPAX: CGLIX (10 years) vs CNPAX (24 years). CGLIX (2.26) is less costly to investors than CNPAX (0.77). CGLIX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than CGLIX: CNPAX (250) vs CGLIX (1000000). CNPAX annual gain was more profitable for investors over the last year : 13.57 vs. CGLIX (6.88). CGLIX return over 5 years is better than : 45.12 vs. CNPAX (39.09).
| CGLIX | CNPAX | CGLIX / CNPAX | |
| Total Expense Ratio | 0.89 | 0.77 | 116% |
| Annual Report Gross Expense Ratio | 2.26 | 0.77 | 294% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 10.199 | 15.386 | 66% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 159B | 0% |
| Annual Yield % from dividends | 0.58 | 0.48 | 120% |
| Returns for 1 year | 6.88 | 13.57 | 51% |
| Returns for 3 years | 26.88 | 35.29 | 76% |
| Returns for 5 years | 45.12 | 39.09 | 115% |
| Returns for 10 years | N/A | 95.36 | - |
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