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CGACX vs CSPAX
CGACX vs CSPAX Comparison
Open Charts CGACX vs CSPAX
Calvert Global Energy Solutions C
Price$12.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World 529A
Price$74.35
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets81.91B
CGACX vs CSPAX Comparison Chart in %
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CGACX vs. CSPAX commentary
Sep 18, 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 CGACX is a Buy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.9B vs. CGACX (151M). CSPAX pays higher dividends than CGACX: CSPAX (0.56) vs CGACX (0.05). CGACX was incepted earlier than CSPAX: CGACX (18 years) vs CSPAX (24 years). CGACX (2.24) is less costly to investors than CSPAX (1.06). CGACX is a more actively managed with annual turnover of: 41.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than CGACX: CSPAX (250) vs CGACX (1000). CGACX annual gain was more profitable for investors over the last year : 16.06 vs. CSPAX (9.50). CGACX return over 5 years is better than : 38.91 vs. CSPAX (16.20).
| CGACX | CSPAX | CGACX / CSPAX | |
| Total Expense Ratio | 1.99 | 1.06 | 188% |
| Annual Report Gross Expense Ratio | 2.24 | 1.06 | 211% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 25.615 | 12.231 | 209% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 81.9B | 0% |
| Annual Yield % from dividends | 0.05 | 0.56 | 9% |
| Returns for 1 year | 16.06 | 9.50 | 169% |
| Returns for 3 years | 19.54 | 37.18 | 53% |
| Returns for 5 years | 38.91 | 16.20 | 240% |
| Returns for 10 years | 119.86 | 60.50 | 198% |
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