Interact to see
Advertisement
Advertisement
CGLAX vs RPEBX
CGLAX vs RPEBX Comparison
Open Charts CGLAX vs RPEBX
Calvert Global Equity Fund
Price$18.94
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets10.3M
American Funds New Perspective R2E
Price$71.62
Change+$0.14 (+0.20%)
VolumeN/A
Net Assets162.58B
CGLAX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. CGLAX (10.3M). CGLAX pays higher dividends than RPEBX: CGLAX (3.53) vs RPEBX (0.12). CGLAX was incepted earlier than RPEBX: CGLAX (4 years) vs RPEBX (11 years). CGLAX (2.51) is less costly to investors than RPEBX (1.21). CGLAX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than CGLAX: RPEBX (250) vs CGLAX (1000). RPEBX annual gain was more profitable for investors over the last year : 12.13 vs. CGLAX (7.37).
| CGLAX | RPEBX | CGLAX / RPEBX | |
| Total Expense Ratio | 1.14 | 1.21 | 94% |
| Annual Report Gross Expense Ratio | 2.51 | 1.21 | 207% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 13.959 | 18.635 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 163B | 0% |
| Annual Yield % from dividends | 3.53 | 0.12 | 3,013% |
| Returns for 1 year | 7.37 | 12.13 | 61% |
| Returns for 3 years | 51.67 | 59.68 | 87% |
| Returns for 5 years | N/A | 32.26 | - |
| Returns for 10 years | N/A | 91.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement