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CGAEX vs RSEBX
CGAEX vs RSEBX Comparison
Open Charts CGAEX vs RSEBX
Calvert Global Energy Solutions A
Price$11.67
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World R2E
Price$67.10
Change-$1.07 (-1.57%)
VolumeN/A
Net Assets75.47B
CGAEX vs RSEBX Comparison Chart
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CGAEX vs. RSEBX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CGAEX is a Buy and RSEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 75.5B vs. CGAEX (134M). CGAEX pays higher dividends than RSEBX: CGAEX (0.84) vs RSEBX (0.21). CGAEX was incepted earlier than RSEBX: CGAEX (18 years) vs RSEBX (11 years). CGAEX (1.49) and RSEBX (1.45) have similar cost to investors . CGAEX is a more actively managed with annual turnover of: 41.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CGAEX: RSEBX (250) vs CGAEX (1000). CGAEX (4.40) and RSEBX (4.35) have marching annual gain over last year. CGAEX return over 5 years is better than : 62.43 vs. RSEBX (19.11).
| CGAEX | RSEBX | CGAEX / RSEBX | |
| Total Expense Ratio | 1.24 | 1.45 | 86% |
| Annual Report Gross Expense Ratio | 1.49 | 1.45 | 103% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 11.675 | 3.220 | 363% |
| 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 | 0.21 | 402% |
| Returns for 1 year | 4.40 | 4.35 | 101% |
| Returns for 3 years | 11.82 | 28.47 | 42% |
| Returns for 5 years | 62.43 | 19.11 | 327% |
| Returns for 10 years | 75.87 | 32.55 | 233% |
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