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CGLIX vs RNPEX
CGLIX vs RNPEX Comparison
Open Charts CGLIX vs RNPEX
Calvert Global Equity Fund
Price$15.62
Change+$1.18 (+8.17%)
VolumeN/A
Net Assets9.03M
American Funds New Perspective R4
Price$57.51
Change+$4.19 (+7.86%)
VolumeN/A
Net Assets122.54B
CGLIX vs RNPEX Comparison Chart
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CGLIX vs. RNPEX 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 RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 123B vs. CGLIX (9.03M). CGLIX pays higher dividends than RNPEX: CGLIX (0.65) vs RNPEX (0.56). CGLIX was incepted earlier than RNPEX: CGLIX (9 years) vs RNPEX (23 years). CGLIX (2.26) is less costly to investors than RNPEX (0.76). CGLIX is a more actively managed with annual turnover of: 28.00 vs. RNPEX (24.00). 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 : -9.79 vs. CGLIX (-13.21). CGLIX (36.99) and RNPEX (35.29) have equivalent 5 years return.
| CGLIX | RNPEX | CGLIX / RNPEX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 2.26 | 0.76 | 297% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -12.855 | -12.461 | 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 | 0.56 | 116% |
| Returns for 1 year | -13.21 | -9.79 | 135% |
| Returns for 3 years | -4.28 | -6.01 | 71% |
| Returns for 5 years | 36.99 | 35.29 | 105% |
| Returns for 10 years | N/A | 41.13 | - |