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CGLAX vs RNPEX
CGLAX vs RNPEX Comparison
Open Charts CGLAX vs RNPEX
Calvert Global Equity Fund
Price$18.24
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective R4
Price$70.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets158.96B
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 (3.64) vs RNPEX (0.49). 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 : 13.55 vs. CGLAX (6.17).
| 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 | 9.747 | 15.367 | 63% |
| 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 | 3.64 | 0.49 | 748% |
| Returns for 1 year | 6.17 | 13.55 | 46% |
| Returns for 3 years | 25.67 | 34.29 | 75% |
| Returns for 5 years | N/A | 37.89 | - |
| Returns for 10 years | N/A | 86.53 | - |
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