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CGLAX vs RPEBX
CGLAX vs RPEBX Comparison
Open Charts CGLAX vs RPEBX
Calvert Global Equity Fund
Price$17.62
Change-$0.30 (-1.67%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
CGLAX vs RPEBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. CGLAX (9.8M). CGLAX pays higher dividends than RPEBX: CGLAX (3.75) vs RPEBX (0.13). 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 : 8.29 vs. CGLAX (2.14).
| 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 | 6.017 | 8.448 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8M | 151B | 0% |
| Annual Yield % from dividends | 3.75 | 0.13 | 2,921% |
| Returns for 1 year | 2.14 | 8.29 | 26% |
| Returns for 3 years | 39.09 | 41.34 | 95% |
| Returns for 5 years | N/A | 45.01 | - |
| Returns for 10 years | N/A | 70.57 | - |
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