Interact to see
Advertisement
Advertisement
CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$13.77
Change-$0.32 (-2.27%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World F2
Price$76.39
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets81.78B
CGAEX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGAEX vs. SMCFX commentary
Nov 14, 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 SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 81.8B vs. CGAEX (162M). SMCFX pays higher dividends than CGAEX: SMCFX (0.80) vs CGAEX (0.69). CGAEX was incepted earlier than SMCFX: CGAEX (18 years) vs SMCFX (17 years). CGAEX (1.49) is less costly to investors than SMCFX (0.76). CGAEX is a more actively managed with annual turnover of: 41.00 vs. SMCFX (32.00). 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 : 30.33 vs. SMCFX (7.76). CGAEX return over 5 years is better than : 36.43 vs. SMCFX (8.87).
| CGAEX | SMCFX | CGAEX / SMCFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.49 | 0.76 | 196% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 34.833 | 12.193 | 286% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 81.8B | 0% |
| Annual Yield % from dividends | 0.69 | 0.80 | 86% |
| Returns for 1 year | 30.33 | 7.76 | 391% |
| Returns for 3 years | 25.93 | 31.72 | 82% |
| Returns for 5 years | 36.43 | 8.87 | 411% |
| Returns for 10 years | 154.80 | 70.27 | 220% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement