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CAGEX vs FNFPX
CAGEX vs FNFPX Comparison
Open Charts CAGEX vs FNFPX
Calamos Global Equity A
Price$18.78
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets152.04M
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
CAGEX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. CAGEX (152M). FNFPX pays higher dividends than CAGEX: FNFPX (0.74) vs CAGEX (0.00). CAGEX was incepted earlier than FNFPX: CAGEX (18 years) vs FNFPX (5 years). CAGEX (1.42) is less costly to investors than FNFPX (0.47). CAGEX is a more actively managed with annual turnover of: 78.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than CAGEX: FNFPX (250) vs CAGEX (2500). FNFPX annual gain was more profitable for investors over the last year : 17.37 vs. CAGEX (11.12).
| CAGEX | FNFPX | CAGEX / FNFPX | |
| Total Expense Ratio | 1.40 | 0.47 | 298% |
| Annual Report Gross Expense Ratio | 1.42 | 0.47 | 302% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 13.818 | 14.844 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 11.12 | 17.37 | 64% |
| Returns for 3 years | 57.29 | 47.42 | 121% |
| Returns for 5 years | 40.15 | N/A | - |
| Returns for 10 years | 41.20 | N/A | - |
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