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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$17.84
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective R2E
Price$66.09
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets151.92B
CGLIX vs RPEBX Comparison Chart
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CGLIX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 152B vs. CGLIX (9.8M). CGLIX pays higher dividends than RPEBX: CGLIX (0.60) vs RPEBX (0.13). CGLIX was incepted earlier than RPEBX: CGLIX (9 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 : 10.21 vs. CGLIX (4.66). CGLIX return over 5 years is better than : 52.55 vs. RPEBX (46.38).
| CGLIX | RPEBX | CGLIX / RPEBX | |
| Total Expense Ratio | 0.89 | 1.21 | 74% |
| Annual Report Gross Expense Ratio | 2.26 | 1.21 | 187% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 7.664 | 9.475 | 81% |
| 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 | 0.13 | 466% |
| Returns for 1 year | 4.66 | 10.21 | 46% |
| Returns for 3 years | 35.53 | 36.30 | 98% |
| Returns for 5 years | 52.55 | 46.38 | 113% |
| Returns for 10 years | N/A | 71.39 | - |