Interact to see
Advertisement
Advertisement
CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$18.07
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets10.61M
American Funds New Perspective R2E
Price$70.01
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets162.72B
CGLIX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGLIX vs. RPEBX commentary
Jan 15, 2026
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 (10.6M). RPEBX pays higher dividends than CGLIX: RPEBX (0.57) vs CGLIX (0.31). 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: 43.00 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 : 18.20 vs. CGLIX (9.79). CGLIX return over 5 years is better than : 26.08 vs. RPEBX (16.40).
| 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 | 1.517 | 2.832 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 163B | 0% |
| Annual Yield % from dividends | 0.31 | 0.57 | 55% |
| Returns for 1 year | 9.79 | 18.20 | 54% |
| Returns for 3 years | 30.35 | 45.46 | 67% |
| Returns for 5 years | 26.08 | 16.40 | 159% |
| Returns for 10 years | 102.54 | 120.89 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement