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CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$14.89
Change+$1.29 (+9.49%)
VolumeN/A
Net Assets170.79M
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
CGAEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. CGAEX (171M). FSWFX pays higher dividends than CGAEX: FSWFX (0.92) vs CGAEX (0.48). 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: 45.00 vs. FSWFX (41.00). 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 : 46.17 vs. FSWFX (13.61). CGAEX return over 5 years is better than : 16.18 vs. FSWFX (-6.11).
| 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 | 8.291 | 4.799 | 173% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 82.4B | 0% |
| Annual Yield % from dividends | 0.48 | 0.92 | 52% |
| Returns for 1 year | 46.17 | 13.61 | 339% |
| Returns for 3 years | 26.32 | 25.43 | 104% |
| Returns for 5 years | 16.18 | -6.11 | -265% |
| Returns for 10 years | 179.54 | N/A | - |
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