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CGLIX vs RNPFX
CGLIX vs RNPFX Comparison
Open Charts CGLIX vs RNPFX
Calvert Global Equity Fund
Price$15.62
Change+$1.18 (+8.17%)
VolumeN/A
Net Assets9.03M
American Funds New Perspective R5
Price$58.62
Change+$4.27 (+7.86%)
VolumeN/A
Net Assets122.54B
CGLIX vs RNPFX Comparison Chart
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CGLIX vs. RNPFX 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 RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 123B vs. CGLIX (9.03M). RNPFX pays higher dividends than CGLIX: RNPFX (0.84) vs CGLIX (0.65). CGLIX was incepted earlier than RNPFX: CGLIX (9 years) vs RNPFX (23 years). CGLIX (2.26) is less costly to investors than RNPFX (0.46). CGLIX is a more actively managed with annual turnover of: 28.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than CGLIX: RNPFX (250) vs CGLIX (1000000). RNPFX annual gain was more profitable for investors over the last year : -9.46 vs. CGLIX (-13.21). RNPFX (37.03) and CGLIX (36.99) have equivalent 5 years return.
| CGLIX | RNPFX | CGLIX / RNPFX | |
| Total Expense Ratio | 0.89 | 0.46 | 193% |
| Annual Report Gross Expense Ratio | 2.26 | 0.46 | 491% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -12.855 | -12.395 | 104% |
| 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 | 0.84 | 77% |
| Returns for 1 year | -13.21 | -9.46 | 140% |
| Returns for 3 years | -4.28 | -5.29 | 81% |
| Returns for 5 years | 36.99 | 37.03 | 100% |
| Returns for 10 years | N/A | 43.41 | - |
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