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CGACX vs FSFWX
CGACX vs FSFWX Comparison
Open Charts CGACX vs FSFWX
Calvert Global Energy Solutions C
Price$12.26
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World 529-F-3
Price$75.09
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.75B
CGACX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 80.8B vs. CGACX (151M). FSFWX pays higher dividends than CGACX: FSFWX (0.89) vs CGACX (0.05). CGACX was incepted earlier than FSFWX: CGACX (18 years) vs FSFWX (5 years). CGACX (2.24) is less costly to investors than FSFWX (0.71). CGACX is a more actively managed with annual turnover of: 41.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CGACX: FSFWX (250) vs CGACX (1000). CGACX annual gain was more profitable for investors over the last year : 12.03 vs. FSFWX (6.14).
| CGACX | FSFWX | CGACX / FSFWX | |
| Total Expense Ratio | 1.99 | 0.71 | 280% |
| Annual Report Gross Expense Ratio | 2.24 | 0.71 | 315% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 25.615 | 10.984 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 80.8B | 0% |
| Annual Yield % from dividends | 0.05 | 0.89 | 6% |
| Returns for 1 year | 12.03 | 6.14 | 196% |
| Returns for 3 years | 32.29 | 46.86 | 69% |
| Returns for 5 years | 43.95 | N/A | - |
| Returns for 10 years | 136.55 | N/A | - |
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