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CGLIX vs RNPCX
CGLIX vs RNPCX Comparison
Open Charts CGLIX vs RNPCX
Calvert Global Equity Fund
Price$15.62
Change+$1.18 (+8.17%)
VolumeN/A
Net Assets9.03M
American Funds New Perspective R3
Price$56.68
Change+$4.13 (+7.86%)
VolumeN/A
Net Assets122.54B
CGLIX vs RNPCX Comparison Chart
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CGLIX vs. RNPCX commentary
Apr 11, 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 Hold and RNPCX is a Buy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 123B vs. CGLIX (9.03M). CGLIX pays higher dividends than RNPCX: CGLIX (0.65) vs RNPCX (0.26). CGLIX was incepted earlier than RNPCX: CGLIX (9 years) vs RNPCX (23 years). CGLIX (2.26) is less costly to investors than RNPCX (1.06). CGLIX is a more actively managed with annual turnover of: 28.00 vs. RNPCX (24.00). RNPCX has a lower initial minimum investment than CGLIX: RNPCX (250) vs CGLIX (1000000). RNPCX annual gain was more profitable for investors over the last year : -10.12 vs. CGLIX (-13.21). CGLIX return over 5 years is better than : 36.99 vs. RNPCX (33.48).
| CGLIX | RNPCX | CGLIX / RNPCX | |
| Total Expense Ratio | 0.89 | 1.06 | 84% |
| Annual Report Gross Expense Ratio | 2.26 | 1.06 | 213% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -12.855 | -12.519 | 103% |
| 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 | 123B | 0% |
| Annual Yield % from dividends | 0.65 | 0.26 | 252% |
| Returns for 1 year | -13.21 | -10.12 | 131% |
| Returns for 3 years | -4.28 | -6.69 | 64% |
| Returns for 5 years | 36.99 | 33.48 | 110% |
| Returns for 10 years | N/A | 39.08 | - |
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