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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$14.89
Change+$1.29 (+9.49%)
VolumeN/A
Net Assets170.79M
American Funds SMALLCAP World F2
Price$79.17
Change+$1.55 (+2.00%)
VolumeN/A
Net Assets82.43B
CGAEX vs SMCFX Comparison Chart in %
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CGAEX vs. SMCFX commentary
Feb 04, 2026
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: 82.4B vs. CGAEX (171M). SMCFX pays higher dividends than CGAEX: SMCFX (0.90) vs CGAEX (0.48). CGAEX was incepted earlier than SMCFX: CGAEX (19 years) vs SMCFX (18 years). CGAEX (1.49) is less costly to investors than SMCFX (0.76). CGAEX is a more actively managed with annual turnover of: 45.00 vs. SMCFX (41.00). 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 : 46.17 vs. SMCFX (13.74). CGAEX return over 5 years is better than : 16.18 vs. SMCFX (-5.98).
| 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 | 18 years | - |
| Gain YTD | 8.291 | 4.792 | 173% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 82.4B | 0% |
| Annual Yield % from dividends | 0.48 | 0.90 | 54% |
| Returns for 1 year | 46.17 | 13.74 | 336% |
| Returns for 3 years | 26.32 | 25.56 | 103% |
| Returns for 5 years | 16.18 | -5.98 | -270% |
| Returns for 10 years | 179.54 | 110.07 | 163% |
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