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CGLIX vs NPFFX
CGLIX vs NPFFX Comparison
Open Charts CGLIX vs NPFFX
Calvert Global Equity Fund
Price$18.22
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective F1
Price$71.07
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
CGLIX vs NPFFX Comparison Chart in %
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CGLIX vs. NPFFX commentary
Aug 17, 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 NPFFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 159B vs. CGLIX (10M). CGLIX pays higher dividends than NPFFX: CGLIX (0.58) vs NPFFX (0.46). CGLIX was incepted earlier than NPFFX: CGLIX (10 years) vs NPFFX (24 years). CGLIX (2.26) is less costly to investors than NPFFX (0.78). CGLIX is a more actively managed with annual turnover of: 28.00 vs. NPFFX (24.00). NPFFX has a lower initial minimum investment than CGLIX: NPFFX (250) vs CGLIX (1000000). NPFFX annual gain was more profitable for investors over the last year : 13.59 vs. CGLIX (6.64). CGLIX return over 5 years is better than : 44.81 vs. NPFFX (38.16).
| CGLIX | NPFFX | CGLIX / NPFFX | |
| Total Expense Ratio | 0.89 | 0.78 | 114% |
| Annual Report Gross Expense Ratio | 2.26 | 0.78 | 290% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 9.958 | 15.373 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 159B | 0% |
| Annual Yield % from dividends | 0.58 | 0.46 | 126% |
| Returns for 1 year | 6.64 | 13.59 | 49% |
| Returns for 3 years | 26.60 | 34.44 | 77% |
| Returns for 5 years | 44.81 | 38.16 | 117% |
| Returns for 10 years | N/A | 87.22 | - |
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