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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$13.88
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World F2
Price$76.67
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets82.31B
CGAEX vs SMCFX Comparison Chart in %
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CGAEX vs. SMCFX commentary
Dec 26, 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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 82.3B vs. CGAEX (161M). SMCFX pays higher dividends than CGAEX: SMCFX (0.78) vs CGAEX (0.69). CGAEX was incepted earlier than SMCFX: CGAEX (19 years) vs SMCFX (17 years). CGAEX (1.49) is less costly to investors than SMCFX (0.76). SMCFX has a lower initial minimum investment than CGAEX: SMCFX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 30.94 vs. SMCFX (9.30). CGAEX return over 5 years is better than : 15.88 vs. SMCFX (-4.28).
| CGAEX | SMCFX | CGAEX / SMCFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.49 | 0.76 | 196% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 32.823 | 10.578 | 310% |
| 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 | 0.78 | 88% |
| Returns for 1 year | 30.94 | 9.30 | 333% |
| Returns for 3 years | 29.37 | 35.60 | 83% |
| Returns for 5 years | 15.88 | -4.28 | -371% |
| Returns for 10 years | 128.01 | 76.42 | 168% |
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