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CGAEX vs CSPAX
CGAEX vs CSPAX Comparison
Open Charts CGAEX vs CSPAX
Calvert Global Energy Solutions A
Price$13.02
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529A
Price$73.78
Change+$0.20 (+0.27%)
VolumeN/A
Net Assets80.76B
CGAEX vs CSPAX Comparison Chart in %
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CGAEX vs. CSPAX commentary
Aug 30, 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 CGAEX is a Buy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.8B vs. CGAEX (144M). CGAEX pays higher dividends than CSPAX: CGAEX (0.77) vs CSPAX (0.58). CGAEX was incepted earlier than CSPAX: CGAEX (18 years) vs CSPAX (24 years). CGAEX (1.49) is less costly to investors than CSPAX (1.06). CGAEX is a more actively managed with annual turnover of: 41.00 vs. CSPAX (32.00). CGAEX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX has a lower initial minimum investment than CGAEX: CSPAX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 17.01 vs. CSPAX (9.67). CGAEX return over 5 years is better than : 41.31 vs. CSPAX (13.63).
| CGAEX | CSPAX | CGAEX / CSPAX | |
| Total Expense Ratio | 1.24 | 1.06 | 117% |
| Annual Report Gross Expense Ratio | 1.49 | 1.06 | 141% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 23.828 | 11.371 | 210% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 80.8B | 0% |
| Annual Yield % from dividends | 0.77 | 0.58 | 133% |
| Returns for 1 year | 17.01 | 9.67 | 176% |
| Returns for 3 years | 15.86 | 31.69 | 50% |
| Returns for 5 years | 41.31 | 13.63 | 303% |
| Returns for 10 years | 129.76 | 60.12 | 216% |
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