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CGAEX vs RSEBX
CGAEX vs RSEBX Comparison
Open Charts CGAEX vs RSEBX
Calvert Global Energy Solutions A
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World R2E
Price$71.04
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets79.78B
CGAEX vs RSEBX Comparison Chart in %
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CGAEX vs. RSEBX commentary
Jul 28, 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: 79.8B vs. CGAEX (139M). CGAEX pays higher dividends than RSEBX: CGAEX (0.80) vs RSEBX (0.23). 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 annual gain was more profitable for investors over the last year : 16.89 vs. RSEBX (9.34). CGAEX return over 5 years is better than : 55.79 vs. RSEBX (16.78).
| 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 | 21.818 | 9.281 | 235% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.8B | 0% |
| Annual Yield % from dividends | 0.80 | 0.23 | 344% |
| Returns for 1 year | 16.89 | 9.34 | 181% |
| Returns for 3 years | 19.62 | 31.03 | 63% |
| Returns for 5 years | 55.79 | 16.78 | 332% |
| Returns for 10 years | 110.08 | 43.37 | 254% |
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