Interact to see
Advertisement
Advertisement
CGLIX vs CNPEX
CGLIX vs CNPEX Comparison
Open Charts CGLIX vs CNPEX
Calvert Global Equity Fund
Price$18.24
Change+$0.17 (+0.94%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective 529E
Price$69.51
Change+$0.32 (+0.46%)
VolumeN/A
Net Assets159.21B
CGLIX vs CNPEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGLIX vs. CNPEX commentary
Sep 08, 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 CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. CGLIX (10M). CGLIX pays higher dividends than CNPEX: CGLIX (0.58) 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 : 14.72 vs. CGLIX (7.22). CGLIX return over 5 years is better than : 42.81 vs. CNPEX (34.02).
| 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 | 9.716 | 15.561 | 62% |
| Front Load | N/A | N/A | - |
| 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 | 0.26 | 218% |
| Returns for 1 year | 7.22 | 14.72 | 49% |
| Returns for 3 years | 40.01 | 48.25 | 83% |
| Returns for 5 years | 42.81 | 34.02 | 126% |
| Returns for 10 years | N/A | 100.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement