Interact to see
Advertisement
Advertisement
CGLIX vs CNPFX
CGLIX vs CNPFX Comparison
Open Charts CGLIX vs CNPFX
Calvert Global Equity Fund
Price$18.88
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets10.3M
American Funds New Perspective 529F
Price$72.74
Change+$0.15 (+0.21%)
VolumeN/A
Net Assets163.82B
CGLIX vs CNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGLIX vs. CNPFX 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 CNPFX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 164B vs. CGLIX (10.3M). CNPFX pays higher dividends than CGLIX: CNPFX (0.62) vs CGLIX (0.56). 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 : 14.77 vs. CGLIX (7.66). CGLIX return over 5 years is better than : 50.68 vs. CNPFX (42.71).
| 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 | 13.518 | 19.835 | 68% |
| 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 | 0.62 | 91% |
| Returns for 1 year | 7.66 | 14.77 | 52% |
| Returns for 3 years | 48.95 | 59.15 | 83% |
| Returns for 5 years | 50.68 | 42.71 | 119% |
| Returns for 10 years | N/A | 116.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement