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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$17.60
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets9.8M
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
CGLIX vs RPEBX Comparison Chart
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CGLIX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. CGLIX (9.8M). CGLIX pays higher dividends than RPEBX: CGLIX (0.60) vs RPEBX (0.13). CGLIX was incepted earlier than RPEBX: CGLIX (10 years) vs RPEBX (11 years). CGLIX (2.26) is less costly to investors than RPEBX (1.21). CGLIX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than CGLIX: RPEBX (250) vs CGLIX (1000000). RPEBX annual gain was more profitable for investors over the last year : 8.29 vs. CGLIX (2.84). CGLIX return over 5 years is better than : 50.49 vs. RPEBX (45.01).
| CGLIX | RPEBX | CGLIX / RPEBX | |
| Total Expense Ratio | 0.89 | 1.21 | 74% |
| Annual Report Gross Expense Ratio | 2.26 | 1.21 | 187% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 6.216 | 8.448 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8M | 151B | 0% |
| Annual Yield % from dividends | 0.60 | 0.13 | 466% |
| Returns for 1 year | 2.84 | 8.29 | 34% |
| Returns for 3 years | 39.81 | 41.34 | 96% |
| Returns for 5 years | 50.49 | 45.01 | 112% |
| Returns for 10 years | N/A | 70.57 | - |
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