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CGLAX vs FNFPX
CGLAX vs FNFPX Comparison
Open Charts CGLAX vs FNFPX
Calvert Global Equity Fund
Price$17.62
Change-$0.30 (-1.67%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
CGLAX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. CGLAX (9.8M). CGLAX pays higher dividends than FNFPX: CGLAX (3.75) vs FNFPX (0.78). 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 : 9.21 vs. CGLAX (2.14).
| 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 | 6.017 | 8.819 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8M | 151B | 0% |
| Annual Yield % from dividends | 3.75 | 0.78 | 482% |
| Returns for 1 year | 2.14 | 9.21 | 23% |
| Returns for 3 years | 39.09 | 45.33 | 86% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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