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CGAEX vs CSPAX
CGAEX vs CSPAX Comparison
Open Charts CGAEX vs CSPAX
Calvert Global Energy Solutions A
Price$12.50
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529A
Price$71.61
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
CGAEX vs CSPAX Comparison Chart in %
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CGAEX vs. CSPAX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.1B 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 (23 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 : 19.07 vs. CSPAX (13.88). CGAEX return over 5 years is better than : 43.17 vs. CSPAX (13.28).
| 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 | 23 years | - |
| Gain YTD | 19.234 | 8.095 | 238% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 79.1B | 0% |
| Annual Yield % from dividends | 0.77 | 0.58 | 133% |
| Returns for 1 year | 19.07 | 13.88 | 137% |
| Returns for 3 years | 8.16 | 23.38 | 35% |
| Returns for 5 years | 43.17 | 13.28 | 325% |
| Returns for 10 years | 106.90 | 48.59 | 220% |
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