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CGLIX vs CNPFX
CGLIX vs CNPFX Comparison
Open Charts CGLIX vs CNPFX
Calvert Global Equity Fund
Price$19.20
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets10.3M
American Funds New Perspective 529F
Price$73.35
Change+$0.27 (+0.37%)
VolumeN/A
Net Assets164.87B
CGLIX vs CNPFX Comparison Chart in %
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CGLIX vs. CNPFX commentary
Oct 26, 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 Hold and CNPFX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 165B 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 : 15.31 vs. CGLIX (10.52). CGLIX return over 5 years is better than : 50.12 vs. CNPFX (39.47).
| 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 | 15.872 | 20.840 | 76% |
| 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 | 165B | 0% |
| Annual Yield % from dividends | 0.56 | 0.62 | 91% |
| Returns for 1 year | 10.52 | 15.31 | 69% |
| Returns for 3 years | 50.62 | 61.41 | 82% |
| Returns for 5 years | 50.12 | 39.47 | 127% |
| Returns for 10 years | N/A | 109.20 | - |
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