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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$18.93
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets10.3M
American Funds New Perspective R2E
Price$71.62
Change+$0.14 (+0.20%)
VolumeN/A
Net Assets162.58B
CGLIX vs RPEBX Comparison Chart in %
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CGLIX vs. RPEBX commentary
Oct 18, 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 Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. CGLIX (10.3M). CGLIX pays higher dividends than RPEBX: CGLIX (0.56) vs RPEBX (0.12). 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 : 12.13 vs. CGLIX (7.85). CGLIX return over 5 years is better than : 47.33 vs. RPEBX (32.26).
| 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 | 14.243 | 18.635 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 163B | 0% |
| Annual Yield % from dividends | 0.56 | 0.12 | 482% |
| Returns for 1 year | 7.85 | 12.13 | 65% |
| Returns for 3 years | 52.77 | 59.68 | 88% |
| Returns for 5 years | 47.33 | 32.26 | 147% |
| Returns for 10 years | N/A | 91.35 | - |
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