Interact to see
Advertisement
Advertisement
CGLIX vs CNPEX
CGLIX vs CNPEX Comparison
Open Charts CGLIX vs CNPEX
Calvert Global Equity Fund
Price$18.93
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets10.3M
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.58B
CGLIX vs CNPEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGLIX vs. CNPEX commentary
Oct 18, 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 CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. CGLIX (10.3M). CGLIX pays higher dividends than CNPEX: CGLIX (0.56) vs CNPEX (0.26). CGLIX was incepted earlier than CNPEX: CGLIX (10 years) vs CNPEX (24 years). CGLIX (2.26) is less costly to investors than CNPEX (1.00). CGLIX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). 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 : 12.34 vs. CGLIX (7.85). CGLIX return over 5 years is better than : 47.33 vs. CNPEX (33.88).
| CGLIX | CNPEX | CGLIX / CNPEX | |
| Total Expense Ratio | 0.89 | 1.00 | 89% |
| Annual Report Gross Expense Ratio | 2.26 | 1.00 | 226% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 14.243 | 18.836 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 163B | 0% |
| Annual Yield % from dividends | 0.56 | 0.26 | 220% |
| Returns for 1 year | 7.85 | 12.34 | 64% |
| Returns for 3 years | 52.77 | 61.05 | 86% |
| Returns for 5 years | 47.33 | 33.88 | 140% |
| Returns for 10 years | N/A | 101.09 | - |