Interact to see
Advertisement
Advertisement
CGAEX vs SMCWX
CGAEX vs SMCWX Comparison
Open Charts CGAEX vs SMCWX
Calvert Global Energy Solutions A
Price$13.21
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World A
Price$74.58
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets80.75B
CGAEX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGAEX vs. SMCWX commentary
Sep 28, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.8B vs. CGAEX (151M). CGAEX pays higher dividends than SMCWX: CGAEX (0.74) vs SMCWX (0.57). CGAEX was incepted earlier than SMCWX: CGAEX (18 years) vs SMCWX (35 years). CGAEX (1.49) is less costly to investors than SMCWX (1.04). CGAEX is a more actively managed with annual turnover of: 41.00 vs. SMCWX (32.00). SMCWX initial investment is less costly to investors than CGAEX (5%) vs CGAEX (5%). SMCWX has a lower initial minimum investment than CGAEX: SMCWX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 12.88 vs. SMCWX (5.79). CGAEX return over 5 years is better than : 49.63 vs. SMCWX (16.45).
| CGAEX | SMCWX | CGAEX / SMCWX | |
| Total Expense Ratio | 1.24 | 1.04 | 119% |
| Annual Report Gross Expense Ratio | 1.49 | 1.04 | 143% |
| Fund Existence | 18 years | 35 years | - |
| Gain YTD | 26.411 | 10.707 | 247% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 80.8B | 0% |
| Annual Yield % from dividends | 0.74 | 0.57 | 129% |
| Returns for 1 year | 12.88 | 5.79 | 222% |
| Returns for 3 years | 35.31 | 45.43 | 78% |
| Returns for 5 years | 49.63 | 16.45 | 302% |
| Returns for 10 years | 153.82 | 71.06 | 216% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers