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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$15.95
Change+$0.29 (+1.85%)
VolumeN/A
Net Assets9.03M
American Funds New Perspective R2E
Price$59.30
Change+$1.13 (+1.94%)
VolumeN/A
Net Assets134.95B
CGLIX vs RPEBX Comparison Chart
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CGLIX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 135B vs. CGLIX (9.03M). CGLIX pays higher dividends than RPEBX: CGLIX (0.65) vs RPEBX (0.14). 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 : 0.10 vs. CGLIX (-5.26). CGLIX return over 5 years is better than : 46.48 vs. RPEBX (39.53).
| 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 | -6.638 | -5.135 | 129% |
| 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 | 135B | 0% |
| Annual Yield % from dividends | 0.65 | 0.14 | 463% |
| Returns for 1 year | -5.26 | 0.10 | -5,215% |
| Returns for 3 years | 7.05 | 6.52 | 108% |
| Returns for 5 years | 46.48 | 39.53 | 118% |
| Returns for 10 years | N/A | 46.10 | - |
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