Ad is loading...
CGACX vs SMCWX
CGACX vs SMCWX Comparison
Open Charts CGACX vs SMCWX
Calvert Global Energy Solutions C
Price$9.81
Change+$0.06 (+0.62%)
VolumeN/A
Net Assets135.33M
American Funds SMALLCAP World A
Price$68.24
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
CGACX vs SMCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGACX vs. SMCWX commentary
Jan 19, 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 StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.1B vs. CGACX (135M). 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 : 7.80 vs. CGACX (1.41). CGACX return over 5 years is better than : 30.11 vs. SMCWX (14.05).
| 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 | 0.512 | 1.261 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 75.1B | 0% |
| Annual Yield % from dividends | 0.07 | 0.61 | 12% |
| Returns for 1 year | 1.41 | 7.80 | 18% |
| Returns for 3 years | -16.11 | -4.62 | 349% |
| Returns for 5 years | 30.11 | 14.05 | 214% |
| Returns for 10 years | 65.42 | 54.47 | 120% |