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CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$13.77
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World R5E
Price$77.40
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets82.31B
CGAEX vs RSLDX Comparison Chart in %
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CGAEX vs. RSLDX commentary
Dec 04, 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: 82.3B vs. CGAEX (161M). RSLDX pays higher dividends than CGAEX: RSLDX (0.76) vs CGAEX (0.69). CGAEX was incepted earlier than RSLDX: CGAEX (19 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 : 23.74 vs. RSLDX (6.84). CGAEX return over 5 years is better than : 23.70 vs. RSLDX (3.56).
| CGAEX | RSLDX | CGAEX / RSLDX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.49 | 0.80 | 186% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 30.718 | 13.225 | 232% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 82.3B | 0% |
| Annual Yield % from dividends | 0.69 | 0.76 | 91% |
| Returns for 1 year | 23.74 | 6.84 | 347% |
| Returns for 3 years | 19.59 | 31.03 | 63% |
| Returns for 5 years | 23.70 | 3.56 | 665% |
| Returns for 10 years | 135.17 | 65.95 | 205% |
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