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CGLIX vs FNFPX
CGLIX vs FNFPX Comparison
Open Charts CGLIX vs FNFPX
Calvert Global Equity Fund
Price$19.36
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets10.43M
American Funds New Perspective 529-F-3
Price$75.20
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets162.64B
CGLIX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. CGLIX (10.4M). FNFPX pays higher dividends than CGLIX: FNFPX (0.70) vs CGLIX (0.54). 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 : 11.73 vs. CGLIX (7.44). CGLIX return over 5 years is better than : 39.24 vs. FNFPX (29.09).
| 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 | 16.838 | 21.467 | 78% |
| 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 | 0.70 | 78% |
| Returns for 1 year | 7.44 | 11.73 | 63% |
| Returns for 3 years | 40.92 | 52.01 | 79% |
| Returns for 5 years | 39.24 | 29.09 | 135% |
| Returns for 10 years | N/A | N/A | - |