CAGEX
Price
$18.78
Change
+$0.06 (+0.32%)
Updated
Jul 25 closing price
Net Assets
152.04M
FNPFX
Price
$71.33
Change
+$0.05 (+0.07%)
Updated
Jul 25 closing price
Net Assets
158.35B
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CAGEX vs FNPFX

Header iconCAGEX vs FNPFX Comparison
Open Charts CAGEX vs FNPFXBanner chart's image
Calamos Global Equity A
Price$18.78
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets152.04M
American Funds New Perspective F3
Price$71.33
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
CAGEX vs FNPFX Comparison Chart in %
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CAGEX vs. FNPFX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 158B vs. CAGEX (152M). FNPFX pays higher dividends than CAGEX: FNPFX (0.79) vs CAGEX (0.00). CAGEX was incepted earlier than FNPFX: CAGEX (18 years) vs FNPFX (9 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 : 17.43 vs. CAGEX (11.12). FNPFX return over 5 years is better than : 44.38 vs. CAGEX (40.15).
CAGEXFNPFXCAGEX / FNPFX
Total Expense Ratio1.400.41341%
Annual Report Gross Expense Ratio1.420.41346%
Fund Existence18 years9 years-
Gain YTD13.81814.86393%
Front Load5%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets152M158B0%
Annual Yield % from dividends0.000.79-
Returns for 1 year11.1217.4364%
Returns for 3 years57.2946.08124%
Returns for 5 years40.1544.3890%
Returns for 10 years41.20N/A-
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