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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$17.48
Change-$0.10 (-0.57%)
VolumeN/A
Net Assets167.9M
American Funds New Perspective C
Price$66.95
Change-$0.41 (-0.61%)
VolumeN/A
Net Assets162.72B
CAGEX vs NPFCX Comparison Chart in %
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CAGEX vs. NPFCX commentary
Jan 15, 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 Hold and NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. CAGEX (168M). NPFCX pays higher dividends than CAGEX: NPFCX (0.35) vs CAGEX (0.00). 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 : 16.81 vs. CAGEX (7.31). NPFCX return over 5 years is better than : 14.93 vs. CAGEX (9.18).
| 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 | 4.608 | 2.198 | 210% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 7.31 | 16.81 | 43% |
| Returns for 3 years | 49.15 | 42.54 | 116% |
| Returns for 5 years | 9.18 | 14.93 | 62% |
| Returns for 10 years | 52.80 | 114.03 | 46% |
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