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CGAEX vs CSPAX
CGAEX vs CSPAX Comparison
Open Charts CGAEX vs CSPAX
Calvert Global Energy Solutions A
Price$13.88
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World 529A
Price$73.08
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets82.31B
CGAEX vs CSPAX Comparison Chart in %
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CGAEX vs. CSPAX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. CGAEX (161M). CGAEX pays higher dividends than CSPAX: CGAEX (0.69) vs CSPAX (0.55). 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 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 : 30.94 vs. CSPAX (9.03). CGAEX return over 5 years is better than : 15.88 vs. CSPAX (-5.80).
| 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 | 32.823 | 10.314 | 318% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 82.3B | 0% |
| Annual Yield % from dividends | 0.69 | 0.55 | 127% |
| Returns for 1 year | 30.94 | 9.03 | 343% |
| Returns for 3 years | 29.37 | 34.42 | 85% |
| Returns for 5 years | 15.88 | -5.80 | -274% |
| Returns for 10 years | 128.01 | 70.99 | 180% |
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