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CGLAX vs CNPEX
CGLAX vs CNPEX Comparison
Open Charts CGLAX vs CNPEX
Calvert Global Equity Fund
Price$18.94
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets10.3M
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.58B
CGLAX vs CNPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. CGLAX (10.3M). CGLAX pays higher dividends than CNPEX: CGLAX (3.53) vs CNPEX (0.26). CGLAX was incepted earlier than CNPEX: CGLAX (4 years) vs CNPEX (24 years). CGLAX (2.51) is less costly to investors than CNPEX (1.00). CGLAX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). 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 : 12.34 vs. CGLAX (7.37).
| CGLAX | CNPEX | CGLAX / CNPEX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 2.51 | 1.00 | 251% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 13.959 | 18.836 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 163B | 0% |
| Annual Yield % from dividends | 3.53 | 0.26 | 1,375% |
| Returns for 1 year | 7.37 | 12.34 | 60% |
| Returns for 3 years | 51.67 | 61.05 | 85% |
| Returns for 5 years | N/A | 33.88 | - |
| Returns for 10 years | N/A | 101.09 | - |
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