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CGLIX vs CNPAX
CGLIX vs CNPAX Comparison
Open Charts CGLIX vs CNPAX
Calvert Global Equity Fund
Price$17.86
Change-$0.90 (-4.80%)
VolumeN/A
Net Assets10.79M
American Funds New Perspective 529A
Price$70.41
Change-$2.56 (-3.51%)
VolumeN/A
Net Assets162.72B
CGLIX vs CNPAX Comparison Chart in %
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CGLIX vs. CNPAX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CGLIX is a Buy and CNPAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. CGLIX (10.8M). CNPAX pays higher dividends than CGLIX: CNPAX (0.99) vs CGLIX (0.31). CGLIX was incepted earlier than CNPAX: CGLIX (10 years) vs CNPAX (24 years). CGLIX (2.26) is less costly to investors than CNPAX (0.74). CGLIX is a more actively managed with annual turnover of: 43.00 vs. CNPAX (23.00). CNPAX has a lower initial minimum investment than CGLIX: CNPAX (250) vs CGLIX (1000000). CNPAX annual gain was more profitable for investors over the last year : 12.85 vs. CGLIX (5.57). CGLIX return over 5 years is better than : 22.18 vs. CNPAX (17.17).
| CGLIX | CNPAX | CGLIX / CNPAX | |
| Total Expense Ratio | 0.89 | 0.74 | 120% |
| Annual Report Gross Expense Ratio | 2.26 | 0.74 | 305% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 0.337 | 1.602 | 21% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 163B | 0% |
| Annual Yield % from dividends | 0.31 | 0.99 | 31% |
| Returns for 1 year | 5.57 | 12.85 | 43% |
| Returns for 3 years | 25.96 | 41.12 | 63% |
| Returns for 5 years | 22.18 | 17.17 | 129% |
| Returns for 10 years | 104.64 | 136.09 | 77% |
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