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CAGEX vs FNFPX
CAGEX vs FNFPX Comparison
Open Charts CAGEX vs FNFPX
Calamos Global Equity A
Price$18.83
Change+$0.14 (+0.75%)
VolumeN/A
Net Assets152.26M
American Funds New Perspective 529-F-3
Price$71.47
Change+$0.49 (+0.69%)
VolumeN/A
Net Assets159.21B
CAGEX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 159B vs. CAGEX (152M). FNFPX pays higher dividends than CAGEX: FNFPX (0.73) vs CAGEX (0.00). CAGEX was incepted earlier than FNFPX: CAGEX (19 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 : 15.48 vs. CAGEX (9.37).
| CAGEX | FNFPX | CAGEX / FNFPX | |
| Total Expense Ratio | 1.40 | 0.47 | 298% |
| Annual Report Gross Expense Ratio | 1.42 | 0.47 | 302% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 13.939 | 15.991 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 9.37 | 15.48 | 61% |
| Returns for 3 years | 60.68 | 51.14 | 119% |
| Returns for 5 years | 32.67 | N/A | - |
| Returns for 10 years | 51.74 | N/A | - |
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