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CGLAX vs RPEBX
CGLAX vs RPEBX Comparison
Open Charts CGLAX vs RPEBX
Calvert Global Equity Fund
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
CGLAX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. CGLAX (10.2M). CGLAX pays higher dividends than RPEBX: CGLAX (3.62) 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 : 10.62 vs. CGLAX (4.41).
| 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 | 9.687 | 12.688 | 76% |
| 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 | 0.12 | 2,950% |
| Returns for 1 year | 4.41 | 10.62 | 42% |
| Returns for 3 years | 39.30 | 44.60 | 88% |
| Returns for 5 years | N/A | 42.79 | - |
| Returns for 10 years | N/A | 80.13 | - |
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