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CGLIX vs CNPAX
CGLIX vs CNPAX Comparison
Open Charts CGLIX vs CNPAX
Calvert Global Equity Fund
Price$18.29
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets10.08M
American Funds New Perspective 529A
Price$70.98
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets159.21B
CGLIX vs CNPAX Comparison Chart in %
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CGLIX vs. CNPAX commentary
Sep 09, 2025
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 StrongBuy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. CGLIX (10.1M). CGLIX pays higher dividends than CNPAX: CGLIX (0.58) vs CNPAX (0.48). CGLIX was incepted earlier than CNPAX: CGLIX (10 years) vs CNPAX (24 years). CGLIX (2.26) is less costly to investors than CNPAX (0.77). CGLIX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). 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 : 17.66 vs. CGLIX (9.60). CGLIX return over 5 years is better than : 43.45 vs. CNPAX (38.05).
| CGLIX | CNPAX | CGLIX / CNPAX | |
| Total Expense Ratio | 0.89 | 0.77 | 116% |
| Annual Report Gross Expense Ratio | 2.26 | 0.77 | 294% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 10.380 | 16.303 | 64% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 159B | 0% |
| Annual Yield % from dividends | 0.58 | 0.48 | 121% |
| Returns for 1 year | 9.60 | 17.66 | 54% |
| Returns for 3 years | 34.98 | 43.63 | 80% |
| Returns for 5 years | 43.45 | 38.05 | 114% |
| Returns for 10 years | N/A | 107.40 | - |
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