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CGLIX vs CNPFX
CGLIX vs CNPFX Comparison
Open Charts CGLIX vs CNPFX
Calvert Global Equity Fund
Price$19.69
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets10.43M
American Funds New Perspective 529F
Price$69.40
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets162.64B
CGLIX vs CNPFX Comparison Chart in %
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CGLIX vs. CNPFX commentary
Dec 26, 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 CNPFX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. CGLIX (10.4M). CNPFX pays higher dividends than CGLIX: CNPFX (0.61) vs CGLIX (0.54). CGLIX was incepted earlier than CNPFX: CGLIX (10 years) vs CNPFX (23 years). CGLIX (2.26) is less costly to investors than CNPFX (0.84). CGLIX is a more actively managed with annual turnover of: 43.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than CGLIX: CNPFX (250) vs CGLIX (1000000). CGLIX annual gain was more profitable for investors over the last year : 12.31 vs. CNPFX (11.68). CGLIX return over 5 years is better than : 39.54 vs. CNPFX (22.46).
| CGLIX | CNPFX | CGLIX / CNPFX | |
| Total Expense Ratio | 0.89 | 0.84 | 106% |
| Annual Report Gross Expense Ratio | 2.26 | 0.84 | 269% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 18.829 | 14.333 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 163B | 0% |
| Annual Yield % from dividends | 0.54 | 0.61 | 89% |
| Returns for 1 year | 12.31 | 11.68 | 105% |
| Returns for 3 years | 48.13 | 52.35 | 92% |
| Returns for 5 years | 39.54 | 22.46 | 176% |
| Returns for 10 years | 99.99 | 109.58 | 91% |
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