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CGLIX vs FNPFX
CGLIX vs FNPFX Comparison
Open Charts CGLIX vs FNPFX
Calvert Global Equity Fund
Price$17.60
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective F3
Price$67.59
Change-$0.81 (-1.18%)
VolumeN/A
Net Assets150.58B
CGLIX vs FNPFX Comparison Chart
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CGLIX vs. FNPFX commentary
Jun 16, 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: 151B vs. CGLIX (9.8M). FNPFX pays higher dividends than CGLIX: FNPFX (0.82) vs CGLIX (0.60). CGLIX was incepted earlier than FNPFX: CGLIX (10 years) vs FNPFX (8 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 : 9.28 vs. CGLIX (2.84). CGLIX (50.49) and FNPFX (49.86) have equivalent 5 years return.
| 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 | 8 years | - |
| Gain YTD | 6.216 | 8.841 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8M | 151B | 0% |
| Annual Yield % from dividends | 0.60 | 0.82 | 73% |
| Returns for 1 year | 2.84 | 9.28 | 31% |
| Returns for 3 years | 39.81 | 44.00 | 90% |
| Returns for 5 years | 50.49 | 49.86 | 101% |
| Returns for 10 years | N/A | N/A | - |
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