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CGLIX vs CNPFX
CGLIX vs CNPFX Comparison
Open Charts CGLIX vs CNPFX
Calvert Global Equity Fund
Price$17.86
Change-$0.90 (-4.80%)
VolumeN/A
Net Assets10.79M
American Funds New Perspective 529F
Price$70.01
Change-$2.66 (-3.66%)
VolumeN/A
Net Assets162.72B
CGLIX vs CNPFX Comparison Chart in %
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CGLIX vs. CNPFX commentary
Feb 05, 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 CNPFX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. CGLIX (10.8M). CNPFX pays higher dividends than CGLIX: CNPFX (1.17) vs CGLIX (0.31). CGLIX was incepted earlier than CNPFX: CGLIX (10 years) vs CNPFX (23 years). CGLIX (2.26) is less costly to investors than CNPFX (0.83). CGLIX is a more actively managed with annual turnover of: 43.00 vs. CNPFX (23.00). CNPFX has a lower initial minimum investment than CGLIX: CNPFX (250) vs CGLIX (1000000). CNPFX annual gain was more profitable for investors over the last year : 13.02 vs. CGLIX (5.57). CGLIX return over 5 years is better than : 22.18 vs. CNPFX (18.03).
| CGLIX | CNPFX | CGLIX / CNPFX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 2.26 | 0.83 | 272% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.337 | 1.611 | 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 | 1.17 | 27% |
| Returns for 1 year | 5.57 | 13.02 | 43% |
| Returns for 3 years | 25.96 | 41.75 | 62% |
| Returns for 5 years | 22.18 | 18.03 | 123% |
| Returns for 10 years | 104.64 | 140.44 | 75% |
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