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CGLIX vs CNPEX
CGLIX vs CNPEX Comparison
Open Charts CGLIX vs CNPEX
Calvert Global Equity Fund
Price$17.86
Change-$0.90 (-4.80%)
VolumeN/A
Net Assets10.79M
American Funds New Perspective 529E
Price$69.32
Change-$2.47 (-3.44%)
VolumeN/A
Net Assets162.72B
CGLIX vs CNPEX Comparison Chart in %
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CGLIX vs. CNPEX 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 CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. CGLIX (10.8M). CNPEX pays higher dividends than CGLIX: CNPEX (0.76) vs CGLIX (0.31). CGLIX was incepted earlier than CNPEX: CGLIX (10 years) vs CNPEX (24 years). CGLIX (2.26) is less costly to investors than CNPEX (0.98). CGLIX is a more actively managed with annual turnover of: 43.00 vs. CNPEX (23.00). CNPEX has a lower initial minimum investment than CGLIX: CNPEX (250) vs CGLIX (1000000). CNPEX annual gain was more profitable for investors over the last year : 12.48 vs. CGLIX (5.57). CGLIX return over 5 years is better than : 22.18 vs. CNPEX (15.40).
| CGLIX | CNPEX | CGLIX / CNPEX | |
| Total Expense Ratio | 0.89 | 0.98 | 91% |
| Annual Report Gross Expense Ratio | 2.26 | 0.98 | 231% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 0.337 | 1.583 | 21% |
| Front Load | N/A | N/A | - |
| 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 | 0.76 | 41% |
| Returns for 1 year | 5.57 | 12.48 | 45% |
| Returns for 3 years | 25.96 | 39.84 | 65% |
| Returns for 5 years | 22.18 | 15.40 | 144% |
| Returns for 10 years | 104.64 | 129.44 | 81% |
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