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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$13.77
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World F2
Price$78.86
Change+$0.55 (+0.70%)
VolumeN/A
Net Assets82.31B
CGAEX vs SMCFX Comparison Chart in %
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CGAEX vs. SMCFX 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 SMCFX is a StrongBuy.
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). 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 : 23.74 vs. SMCFX (6.88). CGAEX return over 5 years is better than : 23.70 vs. SMCFX (3.92).
| 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 | 30.718 | 13.246 | 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 | 0.78 | 88% |
| Returns for 1 year | 23.74 | 6.88 | 345% |
| Returns for 3 years | 19.59 | 31.14 | 63% |
| Returns for 5 years | 23.70 | 3.92 | 605% |
| Returns for 10 years | 135.17 | 67.65 | 200% |
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