Interact to see
Advertisement
Advertisement
CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$12.78
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World R5E
Price$74.76
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
CGAEX vs RSLDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGAEX vs. RSLDX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 80.3B vs. CGAEX (144M). RSLDX (0.81) and CGAEX (0.77) 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). CGAEX annual gain was more profitable for investors over the last year : 17.14 vs. RSLDX (10.50). CGAEX return over 5 years is better than : 44.44 vs. RSLDX (16.53).
| 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 | 22.297 | 9.831 | 227% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 80.3B | 0% |
| Annual Yield % from dividends | 0.77 | 0.81 | 95% |
| Returns for 1 year | 17.14 | 10.50 | 163% |
| Returns for 3 years | 7.38 | 22.36 | 33% |
| Returns for 5 years | 44.44 | 16.53 | 269% |
| Returns for 10 years | 112.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MYICX | 9.32 | 0.08 | +0.87% |
| NYLI WMC International Research Eq Cl C | |||
| TSEGX | 16.32 | 0.04 | +0.25% |
| Touchstone Sands Cptl Emerg Mkts Gr Inst | |||
| NPNEX | 49.31 | -0.06 | -0.12% |
| Neuberger Berman Large Cap Value E | |||
| AXVNX | 18.41 | -0.16 | -0.86% |
| Acclivity Small Cap Value N | |||
| FFSIX | 39.41 | -0.53 | -1.33% |
| Fidelity Advisor Financials I | |||