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CGLIX vs RNPHX
CGLIX vs RNPHX Comparison
Open Charts CGLIX vs RNPHX
Calvert Global Equity Fund
Price$18.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective R5E
Price$70.46
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets158.71B
CGLIX vs RNPHX Comparison Chart in %
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CGLIX vs. RNPHX commentary
Jul 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: 159B vs. CGLIX (10.2M). RNPHX pays higher dividends than CGLIX: RNPHX (0.67) vs CGLIX (0.58). CGLIX was incepted earlier than RNPHX: CGLIX (10 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 : 16.21 vs. CGLIX (8.40). CGLIX return over 5 years is better than : 49.68 vs. RNPHX (43.28).
| CGLIX | RNPHX | CGLIX / RNPHX | |
| Total Expense Ratio | 0.89 | 0.56 | 159% |
| Annual Report Gross Expense Ratio | 2.26 | 0.56 | 404% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 10.984 | 14.681 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 159B | 0% |
| Annual Yield % from dividends | 0.58 | 0.67 | 87% |
| Returns for 1 year | 8.40 | 16.21 | 52% |
| Returns for 3 years | 36.42 | 43.50 | 84% |
| Returns for 5 years | 49.68 | 43.28 | 115% |
| Returns for 10 years | N/A | N/A | - |
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