Interact to see
Advertisement
Advertisement
CGAEX vs CSPAX
CGAEX vs CSPAX Comparison
Open Charts CGAEX vs CSPAX
Calvert Global Energy Solutions A
Price$13.45
Change-$0.16 (-1.18%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World 529A
Price$71.50
Change-$0.37 (-0.51%)
VolumeN/A
Net Assets79.34B
CGAEX vs CSPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGAEX vs. CSPAX commentary
Nov 20, 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 Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.3B vs. CGAEX (162M). CGAEX pays higher dividends than CSPAX: CGAEX (0.69) vs CSPAX (0.55). 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 : 24.75 vs. CSPAX (6.36). CGAEX return over 5 years is better than : 27.61 vs. CSPAX (1.73).
| 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 | 28.708 | 7.929 | 362% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 79.3B | 0% |
| Annual Yield % from dividends | 0.69 | 0.55 | 124% |
| Returns for 1 year | 24.75 | 6.36 | 389% |
| Returns for 3 years | 21.70 | 29.01 | 75% |
| Returns for 5 years | 27.61 | 1.73 | 1,597% |
| Returns for 10 years | 138.42 | 55.64 | 249% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSENX | 62.28 | N/A | N/A |
| Fidelity Select Energy Portfolio | |||
| SLVYX | 25.91 | N/A | N/A |
| Saratoga Large Capitalization Value A | |||
| PMAIX | 12.87 | N/A | N/A |
| Victory Pioneer Multi-Asset Income A | |||
| AWSRX | 17.12 | -0.16 | -0.93% |
| Invesco Global Core Equity R | |||
| SSIQX | 14.54 | -0.20 | -1.36% |
| State Street International Stock Sel K | |||