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CGACX vs SMCWX
CGACX vs SMCWX Comparison
Open Charts CGACX vs SMCWX
Calvert Global Energy Solutions C
Price$10.02
Change-$0.05 (-0.50%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$70.31
Change-$0.58 (-0.82%)
VolumeN/A
CapitalizationN/A
CGACX vs SMCWX Comparison Chart
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CGACX vs. SMCWX commentary
Dec 19, 2024
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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 77B vs. CGACX (145M). SMCWX pays higher dividends than CGACX: SMCWX (0.61) vs CGACX (0.07). CGACX was incepted earlier than SMCWX: CGACX (17 years) vs SMCWX (35 years). CGACX is a more actively managed with annual turnover of: 42.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than CGACX: SMCWX (250) vs CGACX (1000). SMCWX annual gain was more profitable for investors over the last year : 8.61 vs. CGACX (-3.40). CGACX return over 5 years is better than : 37.92 vs. SMCWX (16.64).
| CGACX | SMCWX | CGACX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 35 years | - |
| Gain YTD | -5.650 | 6.128 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 77B | 0% |
| Annual Yield % from dividends | 0.07 | 0.61 | 12% |
| Returns for 1 year | -3.40 | 8.61 | -39% |
| Returns for 3 years | -17.06 | -8.09 | 211% |
| Returns for 5 years | 37.92 | 16.64 | 228% |
| Returns for 10 years | 63.18 | 41.97 | 151% |