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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$18.45
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets10.16M
American Funds New Perspective R2E
Price$69.03
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
CGLIX vs RPEBX Comparison Chart in %
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CGLIX vs. RPEBX commentary
Jul 28, 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: 158B vs. CGLIX (10.2M). CGLIX pays higher dividends than RPEBX: CGLIX (0.58) 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 : 16.37 vs. CGLIX (10.04). CGLIX return over 5 years is better than : 50.17 vs. RPEBX (39.67).
| 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 | 11.346 | 14.345 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 158B | 0% |
| Annual Yield % from dividends | 0.58 | 0.12 | 471% |
| Returns for 1 year | 10.04 | 16.37 | 61% |
| Returns for 3 years | 38.29 | 43.39 | 88% |
| Returns for 5 years | 50.17 | 39.67 | 126% |
| Returns for 10 years | N/A | 79.94 | - |
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