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CAGEX vs RPEBX
CAGEX vs RPEBX Comparison
Open Charts CAGEX vs RPEBX
Calamos Global Equity A
Price$18.83
Change+$0.14 (+0.75%)
VolumeN/A
Net Assets152.26M
American Funds New Perspective R2E
Price$69.33
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets159.21B
CAGEX vs RPEBX Comparison Chart in %
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CAGEX vs. RPEBX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. CAGEX (152M). RPEBX pays higher dividends than CAGEX: RPEBX (0.12) vs CAGEX (0.00). CAGEX was incepted earlier than RPEBX: CAGEX (19 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 : 14.50 vs. CAGEX (9.37). CAGEX (32.67) and RPEBX (32.38) 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 | 19 years | 11 years | - |
| Gain YTD | 13.939 | 15.388 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 9.37 | 14.50 | 65% |
| Returns for 3 years | 60.68 | 47.01 | 129% |
| Returns for 5 years | 32.67 | 32.38 | 101% |
| Returns for 10 years | 51.74 | 91.19 | 57% |
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