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CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$12.50
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529-F-2
Price$73.19
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
CGAEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. CGAEX (144M). FSWFX pays higher dividends than CGAEX: FSWFX (0.85) vs CGAEX (0.77). CGAEX was incepted earlier than FSWFX: CGAEX (18 years) vs FSWFX (5 years). CGAEX (1.49) is less costly to investors than FSWFX (0.76). CGAEX is a more actively managed with annual turnover of: 41.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CGAEX: FSWFX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 19.07 vs. FSWFX (14.22).
| CGAEX | FSWFX | CGAEX / FSWFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.49 | 0.76 | 196% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 19.234 | 8.288 | 232% |
| Front Load | 5% | N/A | - |
| 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 | 0.85 | 91% |
| Returns for 1 year | 19.07 | 14.22 | 134% |
| Returns for 3 years | 8.16 | 24.53 | 33% |
| Returns for 5 years | 43.17 | N/A | - |
| Returns for 10 years | 106.90 | N/A | - |
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