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CGLIX vs RNPEX
CGLIX vs RNPEX Comparison
Open Charts CGLIX vs RNPEX
Calvert Global Equity Fund
Price$17.03
Change-$0.17 (-0.99%)
VolumeN/A
Net Assets9.78M
American Funds New Perspective R4
Price$63.72
Change-$0.77 (-1.19%)
VolumeN/A
Net Assets147.51B
CGLIX vs RNPEX Comparison Chart
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CGLIX vs. RNPEX commentary
Feb 23, 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 StrongBuy and RNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 148B vs. CGLIX (9.78M). RNPEX pays higher dividends than CGLIX: RNPEX (0.83) vs CGLIX (0.32). CGLIX was incepted earlier than RNPEX: CGLIX (9 years) vs RNPEX (23 years). CGLIX is a more actively managed with annual turnover of: 30.00 vs. RNPEX (17.00). RNPEX has a lower initial minimum investment than CGLIX: RNPEX (250) vs CGLIX (1000000). RNPEX annual gain was more profitable for investors over the last year : 10.34 vs. CGLIX (2.73). RNPEX (33.67) and CGLIX (32.24) have equivalent 5 years return.
| CGLIX | RNPEX | CGLIX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.776 | 4.613 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.78M | 148B | 0% |
| Annual Yield % from dividends | 0.32 | 0.83 | 39% |
| Returns for 1 year | 2.73 | 10.34 | 26% |
| Returns for 3 years | 10.50 | 14.28 | 74% |
| Returns for 5 years | 32.24 | 33.67 | 96% |
| Returns for 10 years | N/A | 72.06 | - |
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