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CGACX vs SMCWX
CGACX vs SMCWX Comparison
Open Charts CGACX vs SMCWX
Calvert Global Energy Solutions C
Price$12.26
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World A
Price$74.58
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets80.75B
CGACX vs SMCWX Comparison Chart in %
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CGACX vs. SMCWX commentary
Sep 29, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.8B vs. CGACX (151M). SMCWX pays higher dividends than CGACX: SMCWX (0.57) vs CGACX (0.05). CGACX was incepted earlier than SMCWX: CGACX (18 years) vs SMCWX (35 years). CGACX (2.24) is less costly to investors than SMCWX (1.04). CGACX is a more actively managed with annual turnover of: 41.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than CGACX: SMCWX (250) vs CGACX (1000). CGACX annual gain was more profitable for investors over the last year : 12.03 vs. SMCWX (5.79). CGACX return over 5 years is better than : 43.95 vs. SMCWX (16.45).
| CGACX | SMCWX | CGACX / SMCWX | |
| Total Expense Ratio | 1.99 | 1.04 | 191% |
| Annual Report Gross Expense Ratio | 2.24 | 1.04 | 215% |
| Fund Existence | 18 years | 35 years | - |
| Gain YTD | 25.615 | 10.707 | 239% |
| Front Load | N/A | 6% | - |
| 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 | 0.57 | 9% |
| Returns for 1 year | 12.03 | 5.79 | 208% |
| Returns for 3 years | 32.29 | 45.43 | 71% |
| Returns for 5 years | 43.95 | 16.45 | 267% |
| Returns for 10 years | 136.55 | 71.06 | 192% |
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