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CGACX vs FSWFX
CGACX vs FSWFX Comparison
Open Charts CGACX vs FSWFX
Calvert Global Energy Solutions C
Price$10.43
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets126.34M
American Funds SMALLCAP World 529-F-2
Price$67.91
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.3B
CGACX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 73.3B vs. CGACX (126M). FSWFX pays higher dividends than CGACX: FSWFX (0.92) vs CGACX (0.06). CGACX was incepted earlier than FSWFX: CGACX (18 years) vs FSWFX (5 years). CGACX (2.24) is less costly to investors than FSWFX (0.76). CGACX is a more actively managed with annual turnover of: 41.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CGACX: FSWFX (250) vs CGACX (1000). FSWFX annual gain was more profitable for investors over the last year : 2.11 vs. CGACX (-1.45).
| CGACX | FSWFX | CGACX / FSWFX | |
| Total Expense Ratio | 1.99 | 0.76 | 262% |
| Annual Report Gross Expense Ratio | 2.24 | 0.76 | 295% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 6.865 | 0.444 | 1,547% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 73.3B | 0% |
| Annual Yield % from dividends | 0.06 | 0.92 | 7% |
| Returns for 1 year | -1.45 | 2.11 | -69% |
| Returns for 3 years | -0.63 | 19.95 | -3% |
| Returns for 5 years | 62.14 | N/A | - |
| Returns for 10 years | 55.05 | N/A | - |
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