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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$17.65
Change-$2.48 (-12.32%)
VolumeN/A
Net Assets169.6M
American Funds New Perspective C
Price$66.51
Change-$2.33 (-3.38%)
VolumeN/A
Net Assets162.72B
CAGEX vs NPFCX Comparison Chart in %
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CAGEX vs. NPFCX commentary
Feb 05, 2026
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 NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. CAGEX (170M). NPFCX pays higher dividends than CAGEX: NPFCX (0.34) vs CAGEX (0.00). CAGEX was incepted earlier than NPFCX: CAGEX (19 years) vs NPFCX (25 years). NPFCX (1.47) and CAGEX (1.42) have similar cost to investors . CAGEX is a more actively managed with annual turnover of: 114.00 vs. NPFCX (23.00). 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 : 11.67 vs. CAGEX (6.52). NPFCX return over 5 years is better than : 11.69 vs. CAGEX (6.97).
| CAGEX | NPFCX | CAGEX / NPFCX | |
| Total Expense Ratio | 1.40 | 1.47 | 95% |
| Annual Report Gross Expense Ratio | 1.42 | 1.47 | 97% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 5.625 | 1.526 | 369% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.34 | - |
| Returns for 1 year | 6.52 | 11.67 | 56% |
| Returns for 3 years | 47.21 | 37.05 | 127% |
| Returns for 5 years | 6.97 | 11.69 | 60% |
| Returns for 10 years | 58.58 | 114.67 | 51% |
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