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CGLAX vs CNPEX
CGLAX vs CNPEX Comparison
Open Charts CGLAX vs CNPEX
Calvert Global Equity Fund
Price$19.06
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets10.71M
American Funds New Perspective 529E
Price$71.56
Change-$1.19 (-1.64%)
VolumeN/A
Net Assets165.22B
CGLAX vs CNPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 165B vs. CGLAX (10.7M). CGLAX pays higher dividends than CNPEX: CGLAX (3.40) vs CNPEX (0.25). 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 : 12.64 vs. CGLAX (8.30).
| 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 | 14.681 | 18.969 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 165B | 0% |
| Annual Yield % from dividends | 3.40 | 0.25 | 1,353% |
| Returns for 1 year | 8.30 | 12.64 | 66% |
| Returns for 3 years | 41.75 | 49.24 | 85% |
| Returns for 5 years | N/A | 30.57 | - |
| Returns for 10 years | N/A | 98.74 | - |
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