Interact to see
Advertisement
Advertisement
CGACX vs FSWFX
CGACX vs FSWFX Comparison
Open Charts CGACX vs FSWFX
Calvert Global Energy Solutions C
Price$11.47
Change+$0.13 (+1.15%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
CGACX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. CGACX (139M). FSWFX pays higher dividends than CGACX: FSWFX (0.85) vs CGACX (0.05). CGACX was incepted earlier than FSWFX: CGACX (18 years) vs FSWFX (5 years). CGACX (2.24) is less costly to investors than FSWFX (0.76). CGACX is a more actively managed with annual turnover of: 41.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CGACX: FSWFX (250) vs CGACX (1000). CGACX annual gain was more profitable for investors over the last year : 11.86 vs. FSWFX (10.68).
| CGACX | FSWFX | CGACX / FSWFX | |
| Total Expense Ratio | 1.99 | 0.76 | 262% |
| Annual Report Gross Expense Ratio | 2.24 | 0.76 | 295% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 17.520 | 8.746 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.1B | 0% |
| Annual Yield % from dividends | 0.05 | 0.85 | 6% |
| Returns for 1 year | 11.86 | 10.68 | 111% |
| Returns for 3 years | 16.37 | 36.18 | 45% |
| Returns for 5 years | 58.64 | N/A | - |
| Returns for 10 years | 82.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement