Interact to see
Advertisement
Advertisement
CGLIX vs FNPFX
CGLIX vs FNPFX Comparison
Open Charts CGLIX vs FNPFX
Calvert Global Equity Fund
Price$17.84
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective F3
Price$68.23
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets151.92B
CGLIX vs FNPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGLIX vs. FNPFX commentary
Jun 12, 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: 152B vs. CGLIX (9.8M). FNPFX pays higher dividends than CGLIX: FNPFX (0.82) vs CGLIX (0.60). 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 : 11.22 vs. CGLIX (4.66). CGLIX (52.55) and FNPFX (51.28) 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 | 7.664 | 9.871 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8M | 152B | 0% |
| Annual Yield % from dividends | 0.60 | 0.82 | 73% |
| Returns for 1 year | 4.66 | 11.22 | 42% |
| Returns for 3 years | 35.53 | 38.87 | 91% |
| Returns for 5 years | 52.55 | 51.28 | 102% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement