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CGLIX vs RNPHX
CGLIX vs RNPHX Comparison
Open Charts CGLIX vs RNPHX
Calvert Global Equity Fund
Price$15.95
Change+$0.29 (+1.85%)
VolumeN/A
Net Assets9.03M
American Funds New Perspective R5E
Price$59.33
Change+$0.92 (+1.58%)
VolumeN/A
Net Assets132.87B
CGLIX vs RNPHX Comparison Chart
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CGLIX vs. RNPHX commentary
Apr 25, 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 Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 133B vs. CGLIX (9.03M). RNPHX pays higher dividends than CGLIX: RNPHX (0.76) vs CGLIX (0.65). CGLIX was incepted earlier than RNPHX: CGLIX (9 years) vs RNPHX (9 years). CGLIX (2.26) is less costly to investors than RNPHX (0.56). CGLIX is a more actively managed with annual turnover of: 28.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than CGLIX: RNPHX (250) vs CGLIX (1000000). RNPHX annual gain was more profitable for investors over the last year : 0.84 vs. CGLIX (-5.26). CGLIX return over 5 years is better than : 46.48 vs. RNPHX (43.25).
| CGLIX | RNPHX | CGLIX / RNPHX | |
| Total Expense Ratio | 0.89 | 0.56 | 159% |
| Annual Report Gross Expense Ratio | 2.26 | 0.56 | 404% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -6.638 | -4.932 | 135% |
| 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 | 133B | 0% |
| Annual Yield % from dividends | 0.65 | 0.76 | 85% |
| Returns for 1 year | -5.26 | 0.84 | -624% |
| Returns for 3 years | 7.05 | 8.13 | 87% |
| Returns for 5 years | 46.48 | 43.25 | 107% |
| Returns for 10 years | N/A | N/A | - |
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