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CAGEX vs RPEBX
CAGEX vs RPEBX Comparison
Open Charts CAGEX vs RPEBX
Calamos Global Equity A
Price$19.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets153.96M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
CAGEX vs RPEBX Comparison Chart in %
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CAGEX vs. RPEBX commentary
Aug 18, 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 RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. CAGEX (154M). RPEBX pays higher dividends than CAGEX: RPEBX (0.12) vs CAGEX (0.00). CAGEX was incepted earlier than RPEBX: CAGEX (18 years) vs RPEBX (11 years). CAGEX (1.42) is less costly to investors than RPEBX (1.21). CAGEX is a more actively managed with annual turnover of: 78.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than CAGEX: RPEBX (250) vs CAGEX (2500). RPEBX annual gain was more profitable for investors over the last year : 13.00 vs. CAGEX (7.71). CAGEX (35.88) and RPEBX (35.37) have equivalent 5 years return.
| CAGEX | RPEBX | CAGEX / RPEBX | |
| Total Expense Ratio | 1.40 | 1.21 | 116% |
| Annual Report Gross Expense Ratio | 1.42 | 1.21 | 117% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 15.212 | 15.057 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 7.71 | 13.00 | 59% |
| Returns for 3 years | 49.33 | 32.98 | 150% |
| Returns for 5 years | 35.88 | 35.37 | 101% |
| Returns for 10 years | 44.45 | 80.78 | 55% |
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