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CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$13.77
Change-$0.32 (-2.27%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
CGAEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. CGAEX (162M). FSWFX pays higher dividends than CGAEX: FSWFX (0.81) vs CGAEX (0.69). 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 : 30.33 vs. FSWFX (7.77). CGAEX return over 5 years is better than : 36.43 vs. FSWFX (8.80).
| 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 | 34.833 | 12.209 | 285% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 81.8B | 0% |
| Annual Yield % from dividends | 0.69 | 0.81 | 85% |
| Returns for 1 year | 30.33 | 7.77 | 390% |
| Returns for 3 years | 25.93 | 32.01 | 81% |
| Returns for 5 years | 36.43 | 8.80 | 414% |
| Returns for 10 years | 154.80 | N/A | - |
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