Ad is loading...
CGLIX vs FNPFX
CGLIX vs FNPFX Comparison
Open Charts CGLIX vs FNPFX
Calvert Global Equity Fund
Price$15.95
Change+$0.29 (+1.85%)
VolumeN/A
Net Assets9.03M
American Funds New Perspective F3
Price$60.00
Change+$0.93 (+1.57%)
VolumeN/A
Net Assets132.87B
CGLIX vs FNPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGLIX vs. FNPFX commentary
Apr 25, 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 FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 133B vs. CGLIX (9.03M). FNPFX pays higher dividends than CGLIX: FNPFX (0.90) vs CGLIX (0.65). CGLIX was incepted earlier than FNPFX: CGLIX (9 years) vs FNPFX (8 years). CGLIX (2.26) is less costly to investors than FNPFX (0.41). CGLIX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). CGLIX (1000000) and FNPFX (1000000) have matching initial minimum investment requirements. FNPFX annual gain was more profitable for investors over the last year : 1.04 vs. CGLIX (-5.26). CGLIX (46.48) and FNPFX (44.22) have equivalent 5 years return.
| CGLIX | FNPFX | CGLIX / FNPFX | |
| Total Expense Ratio | 0.89 | 0.41 | 217% |
| Annual Report Gross Expense Ratio | 2.26 | 0.41 | 551% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | -6.638 | -4.879 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03M | 133B | 0% |
| Annual Yield % from dividends | 0.65 | 0.90 | 72% |
| Returns for 1 year | -5.26 | 1.04 | -504% |
| Returns for 3 years | 7.05 | 8.54 | 83% |
| Returns for 5 years | 46.48 | 44.22 | 105% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...