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CGLIX vs CNPFX
CGLIX vs CNPFX Comparison
Open Charts CGLIX vs CNPFX
Calvert Global Equity Fund
Price$18.29
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets10.08M
American Funds New Perspective 529F
Price$70.66
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets159.21B
CGLIX vs CNPFX Comparison Chart in %
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CGLIX vs. CNPFX commentary
Sep 09, 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 StrongBuy and CNPFX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. CGLIX (10.1M). CNPFX pays higher dividends than CGLIX: CNPFX (0.64) vs CGLIX (0.58). 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: 28.00 vs. CNPFX (24.00). 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 : 17.81 vs. CGLIX (9.60). CGLIX return over 5 years is better than : 43.45 vs. CNPFX (39.08).
| 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 | 10.380 | 16.409 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 159B | 0% |
| Annual Yield % from dividends | 0.58 | 0.64 | 90% |
| Returns for 1 year | 9.60 | 17.81 | 54% |
| Returns for 3 years | 34.98 | 44.28 | 79% |
| Returns for 5 years | 43.45 | 39.08 | 111% |
| Returns for 10 years | N/A | 111.21 | - |
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