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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$13.80
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets155.24M
American Funds SMALLCAP World F2
Price$77.82
Change+$0.83 (+1.08%)
VolumeN/A
Net Assets80.92B
CGAEX vs SMCFX Comparison Chart in %
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CGAEX vs. SMCFX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.9B vs. CGAEX (155M). SMCFX pays higher dividends than CGAEX: SMCFX (0.80) vs CGAEX (0.72). 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 : 20.83 vs. SMCFX (6.68). CGAEX return over 5 years is better than : 39.69 vs. SMCFX (9.89).
| 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 | 31.196 | 11.039 | 283% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 80.9B | 0% |
| Annual Yield % from dividends | 0.72 | 0.80 | 90% |
| Returns for 1 year | 20.83 | 6.68 | 312% |
| Returns for 3 years | 40.85 | 41.78 | 98% |
| Returns for 5 years | 39.69 | 9.89 | 401% |
| Returns for 10 years | 132.31 | 66.87 | 198% |
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