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CGACX vs RSEBX
CGACX vs RSEBX Comparison
Open Charts CGACX vs RSEBX
Calvert Global Energy Solutions C
Price$10.43
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets126.34M
American Funds SMALLCAP World R2E
Price$65.14
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.3B
CGACX vs RSEBX Comparison Chart
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CGACX vs. RSEBX commentary
May 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CGACX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 73.3B vs. CGACX (126M). RSEBX pays higher dividends than CGACX: RSEBX (0.22) vs CGACX (0.06). CGACX was incepted earlier than RSEBX: CGACX (18 years) vs RSEBX (11 years). CGACX (2.24) is less costly to investors than RSEBX (1.45). CGACX is a more actively managed with annual turnover of: 41.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CGACX: RSEBX (250) vs CGACX (1000). RSEBX annual gain was more profitable for investors over the last year : 1.39 vs. CGACX (-1.45). CGACX return over 5 years is better than : 62.14 vs. RSEBX (19.51).
| CGACX | RSEBX | CGACX / RSEBX | |
| Total Expense Ratio | 1.99 | 1.45 | 137% |
| Annual Report Gross Expense Ratio | 2.24 | 1.45 | 154% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 6.865 | 0.169 | 4,058% |
| 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 | 0.22 | 28% |
| Returns for 1 year | -1.45 | 1.39 | -104% |
| Returns for 3 years | -0.63 | 17.45 | -4% |
| Returns for 5 years | 62.14 | 19.51 | 319% |
| Returns for 10 years | 55.05 | 29.96 | 184% |
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