Interact to see
Advertisement
Advertisement
CGACX vs FSWFX
CGACX vs FSWFX Comparison
Open Charts CGACX vs FSWFX
Calvert Global Energy Solutions C
Price$12.72
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets155.24M
American Funds SMALLCAP World 529-F-2
Price$75.06
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
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: 81.1B vs. CGACX (155M). FSWFX pays higher dividends than CGACX: FSWFX (0.82) 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 : 19.85 vs. FSWFX (6.69).
| 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 | 30.328 | 11.055 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 81.1B | 0% |
| Annual Yield % from dividends | 0.05 | 0.82 | 6% |
| Returns for 1 year | 19.85 | 6.69 | 297% |
| Returns for 3 years | 37.70 | 42.11 | 90% |
| Returns for 5 years | 34.54 | N/A | - |
| Returns for 10 years | 116.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IJPMX | 13.32 | 0.06 | +0.45% |
| VY® JPMorgan Mid Cap Value S2 | |||
| VVMCX | 17.28 | 0.06 | +0.35% |
| VALIC Company I Mid Cap Value | |||
| NEQAX | 12.89 | 0.04 | +0.31% |
| Neuberger Berman U.S. Equity Impact A | |||
| DCCCX | 24.59 | 0.07 | +0.29% |
| Macquarie Small Cap Core C | |||
| QQMNX | 21.08 | 0.03 | +0.14% |
| Federated Hermes MDT Market Neutral IS | |||