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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$18.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective R2E
Price$68.97
Change-$0.20 (-0.29%)
VolumeN/A
Net Assets158.71B
CGLIX vs RPEBX Comparison Chart in %
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CGLIX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. CGLIX (10.2M). CGLIX pays higher dividends than RPEBX: CGLIX (0.58) vs RPEBX (0.12). CGLIX was incepted earlier than RPEBX: CGLIX (10 years) vs RPEBX (11 years). CGLIX (2.26) is less costly to investors than RPEBX (1.21). CGLIX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than CGLIX: RPEBX (250) vs CGLIX (1000000). RPEBX annual gain was more profitable for investors over the last year : 15.36 vs. CGLIX (8.40). CGLIX return over 5 years is better than : 49.68 vs. RPEBX (39.55).
| CGLIX | RPEBX | CGLIX / RPEBX | |
| Total Expense Ratio | 0.89 | 1.21 | 74% |
| Annual Report Gross Expense Ratio | 2.26 | 1.21 | 187% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 10.984 | 14.245 | 77% |
| 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 | 0.12 | 471% |
| Returns for 1 year | 8.40 | 15.36 | 55% |
| Returns for 3 years | 36.42 | 41.37 | 88% |
| Returns for 5 years | 49.68 | 39.55 | 126% |
| Returns for 10 years | N/A | 81.57 | - |
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