Interact to see
Advertisement
Advertisement
CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$13.77
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
CGAEX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. CGAEX (161M). FSWFX pays higher dividends than CGAEX: FSWFX (0.80) vs CGAEX (0.69). CGAEX was incepted earlier than FSWFX: CGAEX (19 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 : 23.74 vs. FSWFX (6.88). CGAEX return over 5 years is better than : 23.70 vs. FSWFX (3.85).
| CGAEX | FSWFX | CGAEX / FSWFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.49 | 0.76 | 196% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 30.718 | 13.259 | 232% |
| Front Load | 5% | N/A | - |
| 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 | 0.80 | 87% |
| Returns for 1 year | 23.74 | 6.88 | 345% |
| Returns for 3 years | 19.59 | 31.43 | 62% |
| Returns for 5 years | 23.70 | 3.85 | 616% |
| Returns for 10 years | 135.17 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DUSL | 71.69 | 2.04 | +2.93% |
| Direxion Dly Industrials Bull 3X ShsETF | |||
| XSVN | 48.32 | 0.04 | +0.09% |
| BondBloxx Bloomberg SevenYrTrgDurUSTrETF | |||
| BCLO | 49.67 | -0.03 | -0.05% |
| iShares BBB-B CLO Active ETF | |||
| RSPH | 31.79 | -0.11 | -0.34% |
| Invesco S&P 500® Equal Wt Hlth Care ETF | |||
| GDX | 81.58 | -1.24 | -1.50% |
| VanEck Gold Miners ETF | |||