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CGLAX vs CNPEX
CGLAX vs CNPEX Comparison
Open Charts CGLAX vs CNPEX
Calvert Global Equity Fund
Price$17.89
Change-$0.89 (-4.74%)
VolumeN/A
Net Assets10.79M
American Funds New Perspective 529E
Price$69.32
Change-$2.47 (-3.44%)
VolumeN/A
Net Assets162.72B
CGLAX vs CNPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. CGLAX (10.8M). CNPEX pays higher dividends than CGLAX: CNPEX (0.76) vs CGLAX (0.16). CGLAX was incepted earlier than CNPEX: CGLAX (4 years) vs CNPEX (24 years). CGLAX (2.51) is less costly to investors than CNPEX (0.98). CGLAX is a more actively managed with annual turnover of: 43.00 vs. CNPEX (23.00). CNPEX has a lower initial minimum investment than CGLAX: CNPEX (250) vs CGLAX (1000). CNPEX annual gain was more profitable for investors over the last year : 12.48 vs. CGLAX (5.34).
| CGLAX | CNPEX | CGLAX / CNPEX | |
| Total Expense Ratio | 1.14 | 0.98 | 116% |
| Annual Report Gross Expense Ratio | 2.51 | 0.98 | 256% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 0.280 | 1.583 | 18% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 163B | 0% |
| Annual Yield % from dividends | 0.16 | 0.76 | 21% |
| Returns for 1 year | 5.34 | 12.48 | 43% |
| Returns for 3 years | 24.92 | 39.84 | 63% |
| Returns for 5 years | N/A | 15.40 | - |
| Returns for 10 years | N/A | 129.44 | - |
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