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CGACX vs CSPAX
CGACX vs CSPAX Comparison
Open Charts CGACX vs CSPAX
Calvert Global Energy Solutions C
Price$11.88
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
CGACX vs CSPAX Comparison Chart in %
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CGACX vs. CSPAX commentary
Aug 16, 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: 80.3B vs. CGACX (144M). CSPAX pays higher dividends than CGACX: CSPAX (0.58) 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 : 15.43 vs. CSPAX (10.22). CGACX return over 5 years is better than : 38.11 vs. CSPAX (14.95).
| 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 | 20.799 | 9.650 | 216% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 80.3B | 0% |
| Annual Yield % from dividends | 0.05 | 0.58 | 9% |
| Returns for 1 year | 15.43 | 10.22 | 151% |
| Returns for 3 years | 4.20 | 21.60 | 19% |
| Returns for 5 years | 38.11 | 14.95 | 255% |
| Returns for 10 years | 96.53 | 50.82 | 190% |
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