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CGAEX vs FSFWX
CGAEX vs FSFWX Comparison
Open Charts CGAEX vs FSFWX
Calvert Global Energy Solutions A
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World 529-F-3
Price$72.29
Change-$0.72 (-0.99%)
VolumeN/A
Net Assets78.46B
CGAEX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 78.5B vs. CGAEX (139M). FSFWX pays higher dividends than CGAEX: FSFWX (0.92) vs CGAEX (0.80). CGAEX was incepted earlier than FSFWX: CGAEX (18 years) vs FSFWX (5 years). CGAEX (1.49) is less costly to investors than FSFWX (0.71). CGAEX is a more actively managed with annual turnover of: 41.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CGAEX: FSFWX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 8.47 vs. FSFWX (4.73).
| CGAEX | FSFWX | CGAEX / FSFWX | |
| Total Expense Ratio | 1.24 | 0.71 | 175% |
| Annual Report Gross Expense Ratio | 1.49 | 0.71 | 210% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 16.746 | 6.846 | 245% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 78.5B | 0% |
| Annual Yield % from dividends | 0.80 | 0.92 | 87% |
| Returns for 1 year | 8.47 | 4.73 | 179% |
| Returns for 3 years | 18.56 | 34.12 | 54% |
| Returns for 5 years | 51.82 | N/A | - |
| Returns for 10 years | 94.48 | N/A | - |
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