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CGLIX vs FNPFX
CGLIX vs FNPFX Comparison
Open Charts CGLIX vs FNPFX
Calvert Global Equity Fund
Price$17.40
Change-$0.24 (-1.36%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
CGLIX vs FNPFX Comparison Chart
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CGLIX vs. FNPFX commentary
Nov 18, 2024
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 FNPFX is a StrongSell.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. CGLIX (10.8M). FNPFX pays higher dividends than CGLIX: FNPFX (1.11) vs CGLIX (0.32). CGLIX was incepted earlier than FNPFX: CGLIX (9 years) vs FNPFX (8 years). CGLIX is a more actively managed with annual turnover of: 30.00 vs. FNPFX (17.00). CGLIX (1000000) and FNPFX (1000000) have matching initial minimum investment requirements. FNPFX annual gain was more profitable for investors over the last year : 18.53 vs. CGLIX (15.40). CGLIX return over 5 years is better than : 44.47 vs. FNPFX (40.52).
| CGLIX | FNPFX | CGLIX / FNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 9.710 | 15.796 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 142B | 0% |
| Annual Yield % from dividends | 0.32 | 1.11 | 29% |
| Returns for 1 year | 15.40 | 18.53 | 83% |
| Returns for 3 years | -3.53 | -9.40 | 38% |
| Returns for 5 years | 44.47 | 40.52 | 110% |
| Returns for 10 years | N/A | N/A | - |
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