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CGLAX vs RNPHX
CGLAX vs RNPHX Comparison
Open Charts CGLAX vs RNPHX
Calvert Global Equity Fund
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
CGLAX vs RNPHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 156B vs. CGLAX (10.2M). CGLAX pays higher dividends than RNPHX: CGLAX (3.62) vs RNPHX (0.67). CGLAX was incepted earlier than RNPHX: CGLAX (4 years) vs RNPHX (10 years). CGLAX (2.51) is less costly to investors than RNPHX (0.56). CGLAX is a more actively managed with annual turnover of: 28.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than CGLAX: RNPHX (250) vs CGLAX (1000). RNPHX annual gain was more profitable for investors over the last year : 11.41 vs. CGLAX (4.41).
| CGLAX | RNPHX | CGLAX / RNPHX | |
| Total Expense Ratio | 1.14 | 0.56 | 204% |
| Annual Report Gross Expense Ratio | 2.51 | 0.56 | 448% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 9.687 | 13.053 | 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 | 0.67 | 544% |
| Returns for 1 year | 4.41 | 11.41 | 39% |
| Returns for 3 years | 39.30 | 46.75 | 84% |
| Returns for 5 years | N/A | 46.57 | - |
| Returns for 10 years | N/A | N/A | - |
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