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CGACX vs FSWFX
CGACX vs FSWFX Comparison
Open Charts CGACX vs FSWFX
Calvert Global Energy Solutions C
Price$10.04
Change-$0.03 (-0.30%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$69.11
Change-$0.85 (-1.21%)
VolumeN/A
CapitalizationN/A
CGACX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 74.7B vs. CGACX (150M). FSWFX pays higher dividends than CGACX: FSWFX (0.89) vs CGACX (0.07). CGACX was incepted earlier than FSWFX: CGACX (17 years) vs FSWFX (4 years). CGACX is a more actively managed with annual turnover of: 42.00 vs. FSWFX (29.00). 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 : 16.27 vs. CGACX (4.12).
| CGACX | FSWFX | CGACX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 4 years | - |
| Gain YTD | -5.461 | 3.956 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 74.7B | 0% |
| Annual Yield % from dividends | 0.07 | 0.89 | 8% |
| Returns for 1 year | 4.12 | 16.27 | 25% |
| Returns for 3 years | -22.71 | -25.24 | 90% |
| Returns for 5 years | 44.25 | N/A | - |
| Returns for 10 years | 55.05 | N/A | - |
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