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CGLIX vs FNFPX
CGLIX vs FNFPX Comparison
Open Charts CGLIX vs FNFPX
Calvert Global Equity Fund
Price$18.45
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
CGLIX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. CGLIX (10.2M). FNFPX pays higher dividends than CGLIX: FNFPX (0.74) vs CGLIX (0.58). CGLIX was incepted earlier than FNFPX: CGLIX (10 years) vs FNFPX (5 years). CGLIX (2.26) is less costly to investors than FNFPX (0.47). CGLIX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than CGLIX: FNFPX (250) vs CGLIX (1000000). FNFPX annual gain was more profitable for investors over the last year : 17.37 vs. CGLIX (10.04).
| CGLIX | FNFPX | CGLIX / FNFPX | |
| Total Expense Ratio | 0.89 | 0.47 | 189% |
| Annual Report Gross Expense Ratio | 2.26 | 0.47 | 481% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 11.346 | 14.844 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 158B | 0% |
| Annual Yield % from dividends | 0.58 | 0.74 | 78% |
| Returns for 1 year | 10.04 | 17.37 | 58% |
| Returns for 3 years | 38.29 | 47.42 | 81% |
| Returns for 5 years | 50.17 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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