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CGAEX vs FSFWX
CGAEX vs FSFWX Comparison
Open Charts CGAEX vs FSFWX
Calvert Global Energy Solutions A
Price$13.77
Change-$0.32 (-2.27%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
CGAEX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. CGAEX (162M). FSFWX pays higher dividends than CGAEX: FSFWX (0.88) vs CGAEX (0.69). CGAEX was incepted earlier than FSFWX: CGAEX (18 years) vs FSFWX (5 years). CGAEX (1.49) is less costly to investors than FSFWX (0.71). CGAEX is a more actively managed with annual turnover of: 41.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CGAEX: FSFWX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 27.96 vs. FSFWX (7.82). CGAEX return over 5 years is better than : 33.33 vs. FSFWX (9.11).
| CGAEX | FSFWX | CGAEX / FSFWX | |
| Total Expense Ratio | 1.24 | 0.71 | 175% |
| Annual Report Gross Expense Ratio | 1.49 | 0.71 | 210% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 31.770 | 12.270 | 259% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 81.8B | 0% |
| Annual Yield % from dividends | 0.69 | 0.88 | 78% |
| Returns for 1 year | 27.96 | 7.82 | 357% |
| Returns for 3 years | 24.60 | 32.18 | 76% |
| Returns for 5 years | 33.33 | 9.11 | 366% |
| Returns for 10 years | 145.71 | N/A | - |
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