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CAGEX vs FNPFX
CAGEX vs FNPFX Comparison
Open Charts CAGEX vs FNPFX
Calamos Global Equity A
Price$17.52
Change-$0.17 (-0.96%)
VolumeN/A
Net Assets142.57M
American Funds New Perspective F3
Price$67.59
Change-$0.81 (-1.18%)
VolumeN/A
Net Assets150.58B
CAGEX vs FNPFX Comparison Chart
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CAGEX vs. FNPFX commentary
Jun 15, 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: 151B vs. CAGEX (143M). FNPFX pays higher dividends than CAGEX: FNPFX (0.82) 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 : 9.28 vs. CAGEX (-0.28). FNPFX return over 5 years is better than : 49.86 vs. CAGEX (45.15).
| 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 | 6.182 | 8.841 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -0.28 | 9.28 | -3% |
| Returns for 3 years | 48.47 | 44.00 | 110% |
| Returns for 5 years | 45.15 | 49.86 | 91% |
| Returns for 10 years | 32.33 | N/A | - |
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