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CGLAX vs RNPFX
CGLAX vs RNPFX Comparison
Open Charts CGLAX vs RNPFX
Calvert Global Equity Fund
Price$18.24
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective R5
Price$71.71
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
CGLAX vs RNPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 159B vs. CGLAX (10M). CGLAX pays higher dividends than RNPFX: CGLAX (3.64) vs RNPFX (0.74). CGLAX was incepted earlier than RNPFX: CGLAX (4 years) vs RNPFX (23 years). CGLAX (2.51) is less costly to investors than RNPFX (0.46). CGLAX is a more actively managed with annual turnover of: 28.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than CGLAX: RNPFX (250) vs CGLAX (1000). RNPFX annual gain was more profitable for investors over the last year : 13.98 vs. CGLAX (6.17).
| CGLAX | RNPFX | CGLAX / RNPFX | |
| Total Expense Ratio | 1.14 | 0.46 | 248% |
| Annual Report Gross Expense Ratio | 2.51 | 0.46 | 546% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 9.747 | 15.587 | 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 | 0.74 | 496% |
| Returns for 1 year | 6.17 | 13.98 | 44% |
| Returns for 3 years | 25.67 | 35.34 | 73% |
| Returns for 5 years | N/A | 39.70 | - |
| Returns for 10 years | N/A | 89.56 | - |
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