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CGLIX vs RNPHX
CGLIX vs RNPHX Comparison
Open Charts CGLIX vs RNPHX
Calvert Global Equity Fund
Price$17.84
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective R5E
Price$67.46
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets151.92B
CGLIX vs RNPHX Comparison Chart
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CGLIX vs. RNPHX commentary
Jun 12, 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: 152B vs. CGLIX (9.8M). RNPHX pays higher dividends than CGLIX: RNPHX (0.70) vs CGLIX (0.60). CGLIX was incepted earlier than RNPHX: CGLIX (9 years) vs RNPHX (10 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 : 11.01 vs. CGLIX (4.66). CGLIX (52.55) and RNPHX (50.25) have equivalent 5 years return.
| 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 | 10 years | - |
| Gain YTD | 7.664 | 9.798 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8M | 152B | 0% |
| Annual Yield % from dividends | 0.60 | 0.70 | 86% |
| Returns for 1 year | 4.66 | 11.01 | 42% |
| Returns for 3 years | 35.53 | 38.33 | 93% |
| Returns for 5 years | 52.55 | 50.25 | 105% |
| Returns for 10 years | N/A | N/A | - |
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