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CGACX vs RSLDX
CGACX vs RSLDX Comparison
Open Charts CGACX vs RSLDX
Calvert Global Energy Solutions C
Price$10.43
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets126.34M
American Funds SMALLCAP World R5E
Price$68.38
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.3B
CGACX vs RSLDX Comparison Chart
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CGACX vs. RSLDX 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 73.3B vs. CGACX (126M). RSLDX pays higher dividends than CGACX: RSLDX (0.88) vs CGACX (0.06). CGACX was incepted earlier than RSLDX: CGACX (18 years) vs RSLDX (10 years). CGACX (2.24) is less costly to investors than RSLDX (0.80). CGACX is a more actively managed with annual turnover of: 41.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than CGACX: RSLDX (250) vs CGACX (1000). RSLDX annual gain was more profitable for investors over the last year : 2.06 vs. CGACX (-1.45). CGACX return over 5 years is better than : 62.14 vs. RSLDX (23.76).
| CGACX | RSLDX | CGACX / RSLDX | |
| Total Expense Ratio | 1.99 | 0.80 | 249% |
| Annual Report Gross Expense Ratio | 2.24 | 0.80 | 280% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 6.865 | 0.426 | 1,612% |
| 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 | 0.88 | 7% |
| Returns for 1 year | -1.45 | 2.06 | -70% |
| Returns for 3 years | -0.63 | 19.57 | -3% |
| Returns for 5 years | 62.14 | 23.76 | 262% |
| Returns for 10 years | 55.05 | N/A | - |
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