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CGAEX vs CSPAX
CGAEX vs CSPAX Comparison
Open Charts CGAEX vs CSPAX
Calvert Global Energy Solutions A
Price$13.80
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets155.24M
American Funds SMALLCAP World 529A
Price$74.19
Change+$0.79 (+1.08%)
VolumeN/A
Net Assets80.92B
CGAEX vs CSPAX Comparison Chart in %
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CGAEX vs. CSPAX commentary
Oct 21, 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 CGAEX is a Hold and CSPAX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.9B vs. CGAEX (155M). CGAEX pays higher dividends than CSPAX: CGAEX (0.72) vs CSPAX (0.56). CGAEX was incepted earlier than CSPAX: CGAEX (18 years) vs CSPAX (24 years). CGAEX (1.49) is less costly to investors than CSPAX (1.06). CGAEX is a more actively managed with annual turnover of: 41.00 vs. CSPAX (32.00). CGAEX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX has a lower initial minimum investment than CGAEX: CSPAX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 20.99 vs. CSPAX (6.37). CGAEX return over 5 years is better than : 42.43 vs. CSPAX (8.04).
| CGAEX | CSPAX | CGAEX / CSPAX | |
| Total Expense Ratio | 1.24 | 1.06 | 117% |
| Annual Report Gross Expense Ratio | 1.49 | 1.06 | 141% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 32.057 | 10.797 | 297% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 80.9B | 0% |
| Annual Yield % from dividends | 0.72 | 0.56 | 129% |
| Returns for 1 year | 20.99 | 6.37 | 329% |
| Returns for 3 years | 43.07 | 40.82 | 106% |
| Returns for 5 years | 42.43 | 8.04 | 527% |
| Returns for 10 years | 134.95 | 61.47 | 220% |
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