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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$19.69
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets10.43M
American Funds New Perspective R2E
Price$69.01
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets162.64B
CGLIX vs RPEBX Comparison Chart in %
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CGLIX vs. RPEBX commentary
Dec 26, 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 (10.4M). CGLIX pays higher dividends than RPEBX: CGLIX (0.54) 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: 43.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than CGLIX: RPEBX (250) vs CGLIX (1000000). CGLIX annual gain was more profitable for investors over the last year : 12.31 vs. RPEBX (11.65). CGLIX return over 5 years is better than : 39.54 vs. RPEBX (19.01).
| 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 | 18.829 | 14.312 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 163B | 0% |
| Annual Yield % from dividends | 0.54 | 0.12 | 471% |
| Returns for 1 year | 12.31 | 11.65 | 106% |
| Returns for 3 years | 48.13 | 50.37 | 96% |
| Returns for 5 years | 39.54 | 19.01 | 208% |
| Returns for 10 years | 99.99 | 93.30 | 107% |
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