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CGLIX vs FNPFX
CGLIX vs FNPFX Comparison
Open Charts CGLIX vs FNPFX
Calvert Global Equity Fund
Price$18.45
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective F3
Price$71.33
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
CGLIX vs FNPFX Comparison Chart in %
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CGLIX vs. FNPFX commentary
Jul 28, 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 FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 158B vs. CGLIX (10.2M). FNPFX pays higher dividends than CGLIX: FNPFX (0.79) vs CGLIX (0.58). CGLIX was incepted earlier than FNPFX: CGLIX (10 years) vs FNPFX (9 years). CGLIX (2.26) is less costly to investors than FNPFX (0.41). CGLIX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). CGLIX (1000000) and FNPFX (1000000) have matching initial minimum investment requirements. FNPFX annual gain was more profitable for investors over the last year : 17.43 vs. CGLIX (10.04). CGLIX return over 5 years is better than : 50.17 vs. FNPFX (44.38).
| CGLIX | FNPFX | CGLIX / FNPFX | |
| Total Expense Ratio | 0.89 | 0.41 | 217% |
| Annual Report Gross Expense Ratio | 2.26 | 0.41 | 551% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 11.346 | 14.863 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 158B | 0% |
| Annual Yield % from dividends | 0.58 | 0.79 | 74% |
| Returns for 1 year | 10.04 | 17.43 | 58% |
| Returns for 3 years | 38.29 | 46.08 | 83% |
| Returns for 5 years | 50.17 | 44.38 | 113% |
| Returns for 10 years | N/A | N/A | - |
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