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CGLIX vs CNPEX
CGLIX vs CNPEX Comparison
Open Charts CGLIX vs CNPEX
Calvert Global Equity Fund
Price$18.88
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets10.3M
American Funds New Perspective 529E
Price$71.86
Change+$0.14 (+0.20%)
VolumeN/A
Net Assets163.82B
CGLIX vs CNPEX Comparison Chart in %
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CGLIX vs. CNPEX commentary
Oct 04, 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 Buy and CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 164B vs. CGLIX (10.3M). CGLIX pays higher dividends than CNPEX: CGLIX (0.56) vs CNPEX (0.26). CGLIX was incepted earlier than CNPEX: CGLIX (10 years) vs CNPEX (24 years). CGLIX (2.26) is less costly to investors than CNPEX (1.00). CGLIX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than CGLIX: CNPEX (250) vs CGLIX (1000000). CNPEX annual gain was more profitable for investors over the last year : 14.24 vs. CGLIX (7.66). CGLIX return over 5 years is better than : 50.68 vs. CNPEX (39.54).
| CGLIX | CNPEX | CGLIX / CNPEX | |
| Total Expense Ratio | 0.89 | 1.00 | 89% |
| Annual Report Gross Expense Ratio | 2.26 | 1.00 | 226% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 13.518 | 19.468 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 164B | 0% |
| Annual Yield % from dividends | 0.56 | 0.26 | 220% |
| Returns for 1 year | 7.66 | 14.24 | 54% |
| Returns for 3 years | 48.95 | 57.02 | 86% |
| Returns for 5 years | 50.68 | 39.54 | 128% |
| Returns for 10 years | N/A | 106.39 | - |
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