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CGAEX vs CSPAX
CGAEX vs CSPAX Comparison
Open Charts CGAEX vs CSPAX
Calvert Global Energy Solutions A
Price$14.89
Change+$1.29 (+9.49%)
VolumeN/A
Net Assets170.79M
American Funds SMALLCAP World 529A
Price$75.44
Change+$1.43 (+1.93%)
VolumeN/A
Net Assets82.43B
CGAEX vs CSPAX Comparison Chart in %
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CGAEX vs. CSPAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. CGAEX (171M). CSPAX pays higher dividends than CGAEX: CSPAX (0.67) vs CGAEX (0.48). CGAEX was incepted earlier than CSPAX: CGAEX (19 years) vs CSPAX (24 years). CGAEX (1.49) is less costly to investors than CSPAX (1.04). CGAEX is a more actively managed with annual turnover of: 45.00 vs. CSPAX (41.00). 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 : 46.17 vs. CSPAX (13.19). CGAEX return over 5 years is better than : 16.18 vs. CSPAX (-7.69).
| CGAEX | CSPAX | CGAEX / CSPAX | |
| Total Expense Ratio | 1.24 | 1.04 | 119% |
| Annual Report Gross Expense Ratio | 1.49 | 1.04 | 143% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 8.291 | 4.763 | 174% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 82.4B | 0% |
| Annual Yield % from dividends | 0.48 | 0.67 | 72% |
| Returns for 1 year | 46.17 | 13.19 | 350% |
| Returns for 3 years | 26.32 | 24.19 | 109% |
| Returns for 5 years | 16.18 | -7.69 | -210% |
| Returns for 10 years | 179.54 | 103.16 | 174% |
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