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CGAEX vs FSFWX
CGAEX vs FSFWX Comparison
Open Charts CGAEX vs FSFWX
Calvert Global Energy Solutions A
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
CGAEX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. CGAEX (139M). FSFWX pays higher dividends than CGAEX: FSFWX (0.92) vs CGAEX (0.80). 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 : 16.89 vs. FSFWX (10.18).
| 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 | 21.818 | 9.758 | 224% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.8B | 0% |
| Annual Yield % from dividends | 0.80 | 0.92 | 87% |
| Returns for 1 year | 16.89 | 10.18 | 166% |
| Returns for 3 years | 19.62 | 33.99 | 58% |
| Returns for 5 years | 55.79 | N/A | - |
| Returns for 10 years | 110.08 | N/A | - |
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