Interact to see
Advertisement
Advertisement
CGACX vs FSFWX
CGACX vs FSFWX Comparison
Open Charts CGACX vs FSFWX
Calvert Global Energy Solutions C
Price$11.88
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529-F-3
Price$74.36
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
CGACX vs FSFWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 80.3B vs. CGACX (144M). FSFWX pays higher dividends than CGACX: FSFWX (0.92) vs CGACX (0.05). CGACX was incepted earlier than FSFWX: CGACX (18 years) vs FSFWX (5 years). CGACX (2.24) is less costly to investors than FSFWX (0.71). CGACX is a more actively managed with annual turnover of: 41.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CGACX: FSFWX (250) vs CGACX (1000). CGACX annual gain was more profitable for investors over the last year : 15.43 vs. FSFWX (10.62).
| CGACX | FSFWX | CGACX / FSFWX | |
| Total Expense Ratio | 1.99 | 0.71 | 280% |
| Annual Report Gross Expense Ratio | 2.24 | 0.71 | 315% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 20.799 | 9.905 | 210% |
| Front Load | N/A | N/A | - |
| 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 | 0.92 | 6% |
| Returns for 1 year | 15.43 | 10.62 | 145% |
| Returns for 3 years | 4.20 | 22.89 | 18% |
| Returns for 5 years | 38.11 | N/A | - |
| Returns for 10 years | 96.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement