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CGACX vs FSWFX
CGACX vs FSWFX Comparison
Open Charts CGACX vs FSWFX
Calvert Global Energy Solutions C
Price$12.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World 529-F-2
Price$73.27
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
CGACX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.9B vs. CGACX (162M). FSWFX pays higher dividends than CGACX: FSWFX (0.81) vs CGACX (0.05). 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). CGACX annual gain was more profitable for investors over the last year : 23.79 vs. FSWFX (6.26). CGACX return over 5 years is better than : 22.35 vs. FSWFX (3.11).
| 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 | 27.766 | 8.406 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 78.9B | 0% |
| Annual Yield % from dividends | 0.05 | 0.81 | 6% |
| Returns for 1 year | 23.79 | 6.26 | 380% |
| Returns for 3 years | 18.92 | 30.45 | 62% |
| Returns for 5 years | 22.35 | 3.11 | 718% |
| Returns for 10 years | 122.45 | N/A | - |
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