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CAGEX vs FNFPX
CAGEX vs FNFPX Comparison
Open Charts CAGEX vs FNFPX
Calamos Global Equity A
Price$17.52
Change-$0.17 (-0.96%)
VolumeN/A
Net Assets142.57M
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
CAGEX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. CAGEX (143M). FNFPX pays higher dividends than CAGEX: FNFPX (0.78) 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 : 9.21 vs. CAGEX (-0.28).
| 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 | 6.182 | 8.819 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | -0.28 | 9.21 | -3% |
| Returns for 3 years | 48.47 | 45.33 | 107% |
| Returns for 5 years | 45.15 | N/A | - |
| Returns for 10 years | 32.33 | N/A | - |
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