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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$19.05
Change-$0.34 (-1.75%)
VolumeN/A
Net Assets10.71M
American Funds New Perspective R2E
Price$71.68
Change-$1.19 (-1.63%)
VolumeN/A
Net Assets165.22B
CGLIX vs RPEBX Comparison Chart in %
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CGLIX vs. RPEBX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 165B vs. CGLIX (10.7M). CGLIX pays higher dividends than RPEBX: CGLIX (0.54) vs RPEBX (0.11). 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 : 14.00 vs. CGLIX (10.47). CGLIX return over 5 years is better than : 43.11 vs. RPEBX (31.10).
| 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 | 17.019 | 20.706 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 165B | 0% |
| Annual Yield % from dividends | 0.54 | 0.11 | 474% |
| Returns for 1 year | 10.47 | 14.00 | 75% |
| Returns for 3 years | 44.05 | 49.12 | 90% |
| Returns for 5 years | 43.11 | 31.10 | 139% |
| Returns for 10 years | N/A | 94.07 | - |
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