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CGLIX vs NPFFX
CGLIX vs NPFFX Comparison
Open Charts CGLIX vs NPFFX
Calvert Global Equity Fund
Price$18.29
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets10.08M
American Funds New Perspective F1
Price$71.62
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets159.21B
CGLIX vs NPFFX Comparison Chart in %
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CGLIX vs. NPFFX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 159B vs. CGLIX (10.1M). CGLIX pays higher dividends than NPFFX: CGLIX (0.58) vs NPFFX (0.45). CGLIX was incepted earlier than NPFFX: CGLIX (10 years) vs NPFFX (25 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 : 17.65 vs. CGLIX (9.60). CGLIX return over 5 years is better than : 43.45 vs. NPFFX (37.08).
| 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 | 25 years | - |
| Gain YTD | 10.380 | 16.266 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 159B | 0% |
| Annual Yield % from dividends | 0.58 | 0.45 | 127% |
| Returns for 1 year | 9.60 | 17.65 | 54% |
| Returns for 3 years | 34.98 | 42.69 | 82% |
| Returns for 5 years | 43.45 | 37.08 | 117% |
| Returns for 10 years | N/A | 98.77 | - |
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