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CGACX vs FSWFX
CGACX vs FSWFX Comparison
Open Charts CGACX vs FSWFX
Calvert Global Energy Solutions C
Price$10.86
Change-$0.10 (-0.91%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets76.67B
CGACX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.7B vs. CGACX (134M). FSWFX pays higher dividends than CGACX: FSWFX (0.87) vs CGACX (0.06). 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). FSWFX annual gain was more profitable for investors over the last year : 5.03 vs. CGACX (3.59).
| 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 | 11.270 | 3.505 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 76.7B | 0% |
| Annual Yield % from dividends | 0.06 | 0.87 | 7% |
| Returns for 1 year | 3.59 | 5.03 | 71% |
| Returns for 3 years | 9.29 | 31.16 | 30% |
| Returns for 5 years | 56.46 | N/A | - |
| Returns for 10 years | 63.84 | N/A | - |
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