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CGLIX vs CNPEX
CGLIX vs CNPEX Comparison
Open Charts CGLIX vs CNPEX
Calvert Global Equity Fund
Price$19.05
Change-$0.34 (-1.75%)
VolumeN/A
Net Assets10.71M
American Funds New Perspective 529E
Price$71.56
Change-$1.19 (-1.64%)
VolumeN/A
Net Assets165.22B
CGLIX vs CNPEX Comparison Chart in %
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CGLIX vs. CNPEX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 165B vs. CGLIX (10.7M). CGLIX pays higher dividends than CNPEX: CGLIX (0.54) vs CNPEX (0.25). 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 : 14.22 vs. CGLIX (10.47). CGLIX return over 5 years is better than : 43.11 vs. CNPEX (32.74).
| 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 | 17.019 | 20.948 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 165B | 0% |
| Annual Yield % from dividends | 0.54 | 0.25 | 216% |
| Returns for 1 year | 10.47 | 14.22 | 74% |
| Returns for 3 years | 44.05 | 50.42 | 87% |
| Returns for 5 years | 43.11 | 32.74 | 132% |
| Returns for 10 years | N/A | 104.00 | - |
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