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CGACX vs CSPAX
CGACX vs CSPAX Comparison
Open Charts CGACX vs CSPAX
Calvert Global Energy Solutions C
Price$12.93
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World 529A
Price$73.08
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets82.31B
CGACX vs CSPAX Comparison Chart in %
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CGACX vs. CSPAX commentary
Dec 27, 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 CGACX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. CGACX (161M). CSPAX pays higher dividends than CGACX: CSPAX (0.55) vs CGACX (0.05). CGACX was incepted earlier than CSPAX: CGACX (18 years) vs CSPAX (24 years). CGACX (2.24) is less costly to investors than CSPAX (1.04). CSPAX has a lower initial minimum investment than CGACX: CSPAX (250) vs CGACX (1000). CGACX annual gain was more profitable for investors over the last year : 30.61 vs. CSPAX (9.03). CGACX return over 5 years is better than : 12.20 vs. CSPAX (-5.80).
| CGACX | CSPAX | CGACX / CSPAX | |
| Total Expense Ratio | 1.99 | 1.04 | 191% |
| Annual Report Gross Expense Ratio | 2.24 | 1.04 | 215% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 32.480 | 10.314 | 315% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 82.3B | 0% |
| Annual Yield % from dividends | 0.05 | 0.55 | 9% |
| Returns for 1 year | 30.61 | 9.03 | 339% |
| Returns for 3 years | 27.18 | 34.42 | 79% |
| Returns for 5 years | 12.20 | -5.80 | -210% |
| Returns for 10 years | 113.78 | 70.99 | 160% |
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