Interact to see
Advertisement
Advertisement
CGAEX vs FSFWX
CGAEX vs FSFWX Comparison
Open Charts CGAEX vs FSFWX
Calvert Global Energy Solutions A
Price$11.67
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World 529-F-3
Price$70.08
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
CGAEX vs FSFWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.5B vs. CGAEX (134M). FSFWX pays higher dividends than CGAEX: FSFWX (0.94) vs CGAEX (0.84). 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). FSFWX annual gain was more profitable for investors over the last year : 5.14 vs. CGAEX (4.40).
| 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 | 11.675 | 3.580 | 326% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 75.5B | 0% |
| Annual Yield % from dividends | 0.84 | 0.94 | 90% |
| Returns for 1 year | 4.40 | 5.14 | 86% |
| Returns for 3 years | 11.82 | 31.38 | 38% |
| Returns for 5 years | 62.43 | N/A | - |
| Returns for 10 years | 75.87 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement