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CGACX vs RSEBX
CGACX vs RSEBX Comparison
Open Charts CGACX vs RSEBX
Calvert Global Energy Solutions C
Price$11.88
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World R2E
Price$71.11
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets80.31B
CGACX vs RSEBX Comparison Chart in %
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CGACX vs. RSEBX commentary
Aug 16, 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: 80.3B vs. CGACX (144M). RSEBX pays higher dividends than CGACX: RSEBX (0.23) vs CGACX (0.05). 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). CGACX annual gain was more profitable for investors over the last year : 15.43 vs. RSEBX (9.79). CGACX return over 5 years is better than : 38.11 vs. RSEBX (12.50).
| 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 | 20.799 | 9.389 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 80.3B | 0% |
| Annual Yield % from dividends | 0.05 | 0.23 | 23% |
| Returns for 1 year | 15.43 | 9.79 | 158% |
| Returns for 3 years | 4.20 | 20.18 | 21% |
| Returns for 5 years | 38.11 | 12.50 | 305% |
| Returns for 10 years | 96.53 | 44.85 | 215% |
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