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CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$11.67
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World R5E
Price$70.47
Change-$1.12 (-1.56%)
VolumeN/A
Net Assets75.47B
CGAEX vs RSLDX Comparison Chart
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CGAEX vs. RSLDX 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 RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 75.5B vs. CGAEX (134M). CGAEX (0.84) and RSLDX (0.82) have matching dividends . CGAEX was incepted earlier than RSLDX: CGAEX (18 years) vs RSLDX (10 years). CGAEX (1.49) is less costly to investors than RSLDX (0.80). CGAEX is a more actively managed with annual turnover of: 41.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than CGAEX: RSLDX (250) vs CGAEX (1000). RSLDX annual gain was more profitable for investors over the last year : 5.04 vs. CGAEX (4.40). CGAEX return over 5 years is better than : 62.43 vs. RSLDX (23.37).
| CGAEX | RSLDX | CGAEX / RSLDX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.49 | 0.80 | 186% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 11.675 | 3.529 | 331% |
| 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 | 0.82 | 102% |
| Returns for 1 year | 4.40 | 5.04 | 87% |
| Returns for 3 years | 11.82 | 30.80 | 38% |
| Returns for 5 years | 62.43 | 23.37 | 267% |
| Returns for 10 years | 75.87 | N/A | - |
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