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CGLIX vs FNFPX
CGLIX vs FNFPX Comparison
Open Charts CGLIX vs FNFPX
Calvert Global Equity Fund
Price$15.95
Change+$0.29 (+1.85%)
VolumeN/A
Net Assets9.03M
American Funds New Perspective 529-F-3
Price$60.97
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
CGLIX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 135B vs. CGLIX (9.03M). FNFPX pays higher dividends than CGLIX: FNFPX (0.85) vs CGLIX (0.65). CGLIX was incepted earlier than FNFPX: CGLIX (9 years) vs FNFPX (4 years). CGLIX (2.26) is less costly to investors than FNFPX (0.47). CGLIX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than CGLIX: FNFPX (250) vs CGLIX (1000000). FNFPX annual gain was more profitable for investors over the last year : 0.98 vs. CGLIX (-5.26).
| CGLIX | FNFPX | CGLIX / FNFPX | |
| Total Expense Ratio | 0.89 | 0.47 | 189% |
| Annual Report Gross Expense Ratio | 2.26 | 0.47 | 481% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | -6.638 | -4.894 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03M | 135B | 0% |
| Annual Yield % from dividends | 0.65 | 0.85 | 76% |
| Returns for 1 year | -5.26 | 0.98 | -537% |
| Returns for 3 years | 7.05 | 9.53 | 74% |
| Returns for 5 years | 46.48 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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