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CGLAX vs RPEBX
CGLAX vs RPEBX Comparison
Open Charts CGLAX vs RPEBX
Calvert Global Equity Fund
Price$19.69
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets10.43M
American Funds New Perspective R2E
Price$69.01
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets162.64B
CGLAX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. CGLAX (10.4M). CGLAX pays higher dividends than RPEBX: CGLAX (3.40) 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: 43.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than CGLAX: RPEBX (250) vs CGLAX (1000). CGLAX (11.81) and RPEBX (11.65) have marching annual gain over last year.
| 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 | 18.472 | 14.312 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 163B | 0% |
| Annual Yield % from dividends | 3.40 | 0.12 | 2,948% |
| Returns for 1 year | 11.81 | 11.65 | 101% |
| Returns for 3 years | 46.98 | 50.37 | 93% |
| Returns for 5 years | N/A | 19.01 | - |
| Returns for 10 years | N/A | 93.30 | - |
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