CGLIX
Price
$19.71
Change
+$0.02 (+0.10%)
Updated
Dec 26 closing price
Net Assets
10.43M
CNPAX
Price
$69.85
Change
+$0.04 (+0.06%)
Updated
Dec 26 closing price
Net Assets
162.64B
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CGLIX vs CNPAX

Header iconCGLIX vs CNPAX Comparison
Open Charts CGLIX vs CNPAXBanner chart's image
Calvert Global Equity Fund
Price$19.71
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets10.43M
American Funds New Perspective 529A
Price$69.85
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
CGLIX vs CNPAX Comparison Chart in %
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CGLIX vs. CNPAX commentary
Dec 27, 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 Hold and CNPAX is a Hold.

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FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. CGLIX (10.4M). CGLIX pays higher dividends than CNPAX: CGLIX (0.54) vs CNPAX (0.46). 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: 43.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than CGLIX: CNPAX (250) vs CGLIX (1000000). CGLIX (12.42) and CNPAX (11.89) have marching annual gain over last year. CGLIX return over 5 years is better than : 39.68 vs. CNPAX (21.85).
CGLIXCNPAXCGLIX / CNPAX
Total Expense Ratio0.890.77116%
Annual Report Gross Expense Ratio2.260.77294%
Fund Existence10 years24 years-
Gain YTD18.95014.452131%
Front LoadN/A4%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.4M163B0%
Annual Yield % from dividends0.540.46119%
Returns for 1 year12.4211.89105%
Returns for 3 years50.9852.6797%
Returns for 5 years39.6821.85182%
Returns for 10 years98.62104.1595%
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