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CGLIX vs RPEBX
CGLIX vs RPEBX Comparison
Open Charts CGLIX vs RPEBX
Calvert Global Equity Fund
Price$17.86
Change-$0.90 (-4.80%)
VolumeN/A
Net Assets10.79M
American Funds New Perspective R2E
Price$69.57
Change-$2.35 (-3.27%)
VolumeN/A
Net Assets162.72B
CGLIX vs RPEBX Comparison Chart in %
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CGLIX vs. RPEBX commentary
Feb 04, 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 Buy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. CGLIX (10.8M). RPEBX pays higher dividends than CGLIX: RPEBX (0.55) 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 (1.20). CGLIX is a more actively managed with annual turnover of: 43.00 vs. RPEBX (23.00). 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 : 12.26 vs. CGLIX (5.57). CGLIX return over 5 years is better than : 22.18 vs. RPEBX (13.99).
| CGLIX | RPEBX | CGLIX / RPEBX | |
| Total Expense Ratio | 0.89 | 1.20 | 74% |
| Annual Report Gross Expense Ratio | 2.26 | 1.20 | 188% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 0.337 | 1.562 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 163B | 0% |
| Annual Yield % from dividends | 0.31 | 0.55 | 56% |
| Returns for 1 year | 5.57 | 12.26 | 45% |
| Returns for 3 years | 25.96 | 39.04 | 66% |
| Returns for 5 years | 22.18 | 13.99 | 159% |
| Returns for 10 years | 104.64 | 120.28 | 87% |
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