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CGLIX vs CNPFX
CGLIX vs CNPFX Comparison
Open Charts CGLIX vs CNPFX
Calvert Global Equity Fund
Price$18.22
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective 529F
Price$70.11
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
CGLIX vs CNPFX Comparison Chart in %
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CGLIX vs. CNPFX 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 CNPFX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. CGLIX (10M). CNPFX pays higher dividends than CGLIX: CNPFX (0.65) vs CGLIX (0.58). CGLIX was incepted earlier than CNPFX: CGLIX (10 years) vs CNPFX (23 years). CGLIX (2.26) is less costly to investors than CNPFX (0.84). CGLIX is a more actively managed with annual turnover of: 28.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than CGLIX: CNPFX (250) vs CGLIX (1000000). CNPFX annual gain was more profitable for investors over the last year : 13.73 vs. CGLIX (6.88). CGLIX return over 5 years is better than : 45.12 vs. CNPFX (40.18).
| CGLIX | CNPFX | CGLIX / CNPFX | |
| Total Expense Ratio | 0.89 | 0.84 | 106% |
| Annual Report Gross Expense Ratio | 2.26 | 0.84 | 269% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 10.199 | 15.502 | 66% |
| 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 | 0.65 | 89% |
| Returns for 1 year | 6.88 | 13.73 | 50% |
| Returns for 3 years | 26.88 | 35.92 | 75% |
| Returns for 5 years | 45.12 | 40.18 | 112% |
| Returns for 10 years | N/A | 98.97 | - |
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