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CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$13.21
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World R5E
Price$75.48
Change+$0.27 (+0.36%)
VolumeN/A
Net Assets80.75B
CGAEX vs RSLDX Comparison Chart in %
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CGAEX vs. RSLDX commentary
Sep 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 Hold and RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 80.8B vs. CGAEX (151M). RSLDX pays higher dividends than CGAEX: RSLDX (0.79) vs CGAEX (0.74). 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 : 12.88 vs. RSLDX (6.02). CGAEX return over 5 years is better than : 49.63 vs. RSLDX (17.67).
| 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 | 26.411 | 10.889 | 243% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 80.8B | 0% |
| Annual Yield % from dividends | 0.74 | 0.79 | 94% |
| Returns for 1 year | 12.88 | 6.02 | 214% |
| Returns for 3 years | 35.31 | 46.20 | 76% |
| Returns for 5 years | 49.63 | 17.67 | 281% |
| Returns for 10 years | 153.82 | N/A | - |
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