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CAGEX vs FNPFX
CAGEX vs FNPFX Comparison
Open Charts CAGEX vs FNPFX
Calamos Global Equity A
Price$18.27
Change+$0.15 (+0.83%)
VolumeN/A
Net Assets147.34M
American Funds New Perspective F3
Price$70.26
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
CAGEX vs FNPFX Comparison Chart in %
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CAGEX vs. FNPFX commentary
Jul 07, 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 CAGEX is a Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 156B vs. CAGEX (147M). FNPFX pays higher dividends than CAGEX: FNPFX (0.79) vs CAGEX (0.00). CAGEX was incepted earlier than FNPFX: CAGEX (18 years) vs FNPFX (8 years). CAGEX (1.42) is less costly to investors than FNPFX (0.41). CAGEX is a more actively managed with annual turnover of: 78.00 vs. FNPFX (24.00). CAGEX has a lower initial minimum investment than FNPFX: CAGEX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 11.63 vs. CAGEX (0.88). FNPFX return over 5 years is better than : 47.56 vs. CAGEX (43.07).
| CAGEX | FNPFX | CAGEX / FNPFX | |
| Total Expense Ratio | 1.40 | 0.41 | 341% |
| Annual Report Gross Expense Ratio | 1.42 | 0.41 | 346% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 10.727 | 13.140 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | 0.88 | 11.63 | 8% |
| Returns for 3 years | 55.49 | 47.32 | 117% |
| Returns for 5 years | 43.07 | 47.56 | 91% |
| Returns for 10 years | 39.57 | N/A | - |
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