Ad is loading...
CGLIX vs RNPEX
CGLIX vs RNPEX Comparison
Open Charts CGLIX vs RNPEX
Calvert Global Equity Fund
Price$16.96
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets9.04M
American Funds New Perspective R4
Price$62.17
Change+$0.40 (+0.65%)
VolumeN/A
Net Assets144.81B
CGLIX vs RNPEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGLIX vs. RNPEX commentary
Jan 19, 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: 145B vs. CGLIX (9.04M). 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 : 15.28 vs. CGLIX (8.41). RNPEX (31.45) and CGLIX (31.39) 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 | 2.354 | 2.069 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04M | 145B | 0% |
| Annual Yield % from dividends | 0.32 | 0.83 | 39% |
| Returns for 1 year | 8.41 | 15.28 | 55% |
| Returns for 3 years | 5.70 | 2.18 | 261% |
| Returns for 5 years | 31.39 | 31.45 | 100% |
| Returns for 10 years | N/A | 76.84 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ATECX | 104.28 | 0.78 | +0.75% |
| AB Sustainable Global Thematic C | |||
| MMQFX | 6.71 | 0.03 | +0.45% |
| MassMutual Small Cap Val Eq R4 | |||
| RVPIX | 8.30 | 0.03 | +0.36% |
| Royce Smaller-Companies Growth Instl | |||
| PDECX | 15.69 | 0.01 | +0.06% |
| PGIM Jennison Emerging Markets Eq Opps C | |||
| BHSRX | 62.05 | N/A | N/A |
| BlackRock Health Sciences Opps R | |||