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CGACX vs FSFWX
CGACX vs FSFWX Comparison
Open Charts CGACX vs FSFWX
Calvert Global Energy Solutions C
Price$10.86
Change-$0.10 (-0.91%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World 529-F-3
Price$70.08
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets76.67B
CGACX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 76.7B vs. CGACX (134M). FSFWX pays higher dividends than CGACX: FSFWX (0.94) vs CGACX (0.06). 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). FSFWX annual gain was more profitable for investors over the last year : 5.10 vs. CGACX (3.59).
| 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 | 11.270 | 3.546 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 76.7B | 0% |
| Annual Yield % from dividends | 0.06 | 0.94 | 6% |
| Returns for 1 year | 3.59 | 5.10 | 70% |
| Returns for 3 years | 9.29 | 31.34 | 30% |
| Returns for 5 years | 56.46 | N/A | - |
| Returns for 10 years | 63.84 | N/A | - |
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