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CGLAX vs RNPEX
CGLAX vs RNPEX Comparison
Open Charts CGLAX vs RNPEX
Calvert Global Equity Fund
Price$18.25
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective R4
Price$70.50
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets159.21B
CGLAX vs RNPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 159B vs. CGLAX (10M). CGLAX pays higher dividends than RNPEX: CGLAX (3.60) vs RNPEX (0.48). CGLAX was incepted earlier than RNPEX: CGLAX (4 years) vs RNPEX (23 years). CGLAX (2.51) is less costly to investors than RNPEX (0.76). CGLAX is a more actively managed with annual turnover of: 28.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than CGLAX: RNPEX (250) vs CGLAX (1000). RNPEX annual gain was more profitable for investors over the last year : 15.07 vs. CGLAX (6.74).
| CGLAX | RNPEX | CGLAX / RNPEX | |
| Total Expense Ratio | 1.14 | 0.76 | 150% |
| Annual Report Gross Expense Ratio | 2.51 | 0.76 | 330% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 9.507 | 15.745 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 159B | 0% |
| Annual Yield % from dividends | 3.60 | 0.48 | 754% |
| Returns for 1 year | 6.74 | 15.07 | 45% |
| Returns for 3 years | 38.96 | 48.49 | 80% |
| Returns for 5 years | N/A | 34.86 | - |
| Returns for 10 years | N/A | 97.33 | - |
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