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CGLAX vs CNPEX
CGLAX vs CNPEX Comparison
Open Charts CGLAX vs CNPEX
Calvert Global Equity Fund
Price$19.69
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets10.43M
American Funds New Perspective 529E
Price$68.75
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets162.64B
CGLAX vs CNPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. CGLAX (10.4M). 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: 43.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than CGLAX: CNPEX (250) vs CGLAX (1000). CGLAX (11.81) and CNPEX (11.63) have marching annual gain over last year.
| 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 | 18.472 | 14.298 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 163B | 0% |
| Annual Yield % from dividends | 3.40 | 0.25 | 1,346% |
| Returns for 1 year | 11.81 | 11.63 | 102% |
| Returns for 3 years | 46.98 | 50.89 | 92% |
| Returns for 5 years | N/A | 20.23 | - |
| Returns for 10 years | N/A | 100.90 | - |
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