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CGLIX vs FNFPX
CGLIX vs FNFPX Comparison
Open Charts CGLIX vs FNFPX
Calvert Global Equity Fund
Price$17.84
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective 529-F-3
Price$68.01
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets151.92B
CGLIX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 152B vs. CGLIX (9.8M). FNFPX pays higher dividends than CGLIX: FNFPX (0.78) vs CGLIX (0.60). CGLIX was incepted earlier than FNFPX: CGLIX (9 years) vs FNFPX (5 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 : 11.16 vs. CGLIX (4.66).
| 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 | 5 years | - |
| Gain YTD | 7.664 | 9.853 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8M | 152B | 0% |
| Annual Yield % from dividends | 0.60 | 0.78 | 77% |
| Returns for 1 year | 4.66 | 11.16 | 42% |
| Returns for 3 years | 35.53 | 40.14 | 89% |
| Returns for 5 years | 52.55 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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