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CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$12.33
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
CGAEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. CGAEX (139M). FSWFX pays higher dividends than CGAEX: FSWFX (0.85) vs CGAEX (0.80). CGAEX was incepted earlier than FSWFX: CGAEX (18 years) vs FSWFX (5 years). CGAEX (1.49) is less costly to investors than FSWFX (0.76). CGAEX is a more actively managed with annual turnover of: 41.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CGAEX: FSWFX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 12.71 vs. FSWFX (10.68).
| CGAEX | FSWFX | CGAEX / FSWFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.49 | 0.76 | 196% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 17.990 | 8.746 | 206% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.1B | 0% |
| Annual Yield % from dividends | 0.80 | 0.85 | 95% |
| Returns for 1 year | 12.71 | 10.68 | 119% |
| Returns for 3 years | 19.03 | 36.18 | 53% |
| Returns for 5 years | 64.53 | N/A | - |
| Returns for 10 years | 96.26 | N/A | - |
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