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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$19.39
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets160.81M
American Funds New Perspective C
Price$69.08
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets162.64B
CAGEX vs NPFCX Comparison Chart in %
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CAGEX vs. NPFCX commentary
Dec 05, 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 StrongBuy and NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. CAGEX (161M). CAGEX (0.00) and NPFCX (0.00) have matching dividends . CAGEX was incepted earlier than NPFCX: CAGEX (19 years) vs NPFCX (25 years). NPFCX (1.48) and CAGEX (1.42) have similar cost to investors . CAGEX is a more actively managed with annual turnover of: 78.00 vs. NPFCX (24.00). NPFCX has a lower initial minimum investment than CAGEX: NPFCX (250) vs CAGEX (2500). NPFCX annual gain was more profitable for investors over the last year : 10.87 vs. CAGEX (3.14). CAGEX (20.36) and NPFCX (19.69) have equivalent 5 years return.
| CAGEX | NPFCX | CAGEX / NPFCX | |
| Total Expense Ratio | 1.40 | 1.48 | 95% |
| Annual Report Gross Expense Ratio | 1.42 | 1.48 | 96% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 17.515 | 19.309 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.14 | 10.87 | 29% |
| Returns for 3 years | 57.39 | 42.16 | 136% |
| Returns for 5 years | 20.36 | 19.69 | 103% |
| Returns for 10 years | 46.56 | 84.03 | 55% |
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