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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$18.22
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets10.01M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
CGLIX vs RPEBX Comparison Chart in %
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CGLIX vs. RPEBX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. CGLIX (10M). 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 : 13.00 vs. CGLIX (6.64). CGLIX return over 5 years is better than : 44.81 vs. RPEBX (35.37).
| 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 | 9.958 | 15.057 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 159B | 0% |
| Annual Yield % from dividends | 0.58 | 0.12 | 475% |
| Returns for 1 year | 6.64 | 13.00 | 51% |
| Returns for 3 years | 26.60 | 32.98 | 81% |
| Returns for 5 years | 44.81 | 35.37 | 127% |
| Returns for 10 years | N/A | 80.78 | - |