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CGLAX vs FNFPX
CGLAX vs FNFPX Comparison
Open Charts CGLAX vs FNFPX
Calvert Global Equity Fund
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
CGLAX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. CGLAX (10.2M). CGLAX pays higher dividends than FNFPX: CGLAX (3.62) vs FNFPX (0.74). CGLAX was incepted earlier than FNFPX: CGLAX (4 years) vs FNFPX (5 years). CGLAX (2.51) is less costly to investors than FNFPX (0.47). CGLAX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than CGLAX: FNFPX (250) vs CGLAX (1000). FNFPX annual gain was more profitable for investors over the last year : 11.56 vs. CGLAX (4.41).
| CGLAX | FNFPX | CGLAX / FNFPX | |
| Total Expense Ratio | 1.14 | 0.47 | 243% |
| Annual Report Gross Expense Ratio | 2.51 | 0.47 | 534% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 9.687 | 13.116 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 156B | 0% |
| Annual Yield % from dividends | 3.62 | 0.74 | 487% |
| Returns for 1 year | 4.41 | 11.56 | 38% |
| Returns for 3 years | 39.30 | 48.67 | 81% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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