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CGLIX vs CNPEX
CGLIX vs CNPEX Comparison
Open Charts CGLIX vs CNPEX
Calvert Global Equity Fund
Price$18.07
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets10.61M
American Funds New Perspective 529E
Price$69.75
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets162.72B
CGLIX vs CNPEX Comparison Chart in %
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CGLIX vs. CNPEX commentary
Jan 15, 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 Hold and CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. CGLIX (10.6M). CNPEX pays higher dividends than CGLIX: CNPEX (0.78) 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 (1.00). CGLIX is a more actively managed with annual turnover of: 43.00 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 : 17.63 vs. CGLIX (9.79). CGLIX return over 5 years is better than : 26.08 vs. CNPEX (18.71).
| 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 | 1.517 | 2.213 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 163B | 0% |
| Annual Yield % from dividends | 0.31 | 0.78 | 40% |
| Returns for 1 year | 9.79 | 17.63 | 56% |
| Returns for 3 years | 30.35 | 45.40 | 67% |
| Returns for 5 years | 26.08 | 18.71 | 139% |
| Returns for 10 years | 102.54 | 128.69 | 80% |
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