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CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$11.13
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$71.88
Change+$0.05 (+0.07%)
VolumeN/A
CapitalizationN/A
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CGAEX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77.7B vs. CGAEX (150M). FSWFX (0.89) and CGAEX (0.86) have matching dividends . CGAEX was incepted earlier than FSWFX: CGAEX (17 years) vs FSWFX (4 years). CGAEX is a more actively managed with annual turnover of: 42.00 vs. FSWFX (29.00). FSWFX has a lower initial minimum investment than CGAEX: FSWFX (250) vs CGAEX (1000). FSWFX annual gain was more profitable for investors over the last year : 25.80 vs. CGAEX (13.16).
| CGAEX | FSWFX | CGAEX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 4 years | - |
| Gain YTD | -2.197 | 8.123 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 77.7B | 0% |
| Annual Yield % from dividends | 0.86 | 0.89 | 96% |
| Returns for 1 year | 13.16 | 25.80 | 51% |
| Returns for 3 years | -19.04 | -22.56 | 84% |
| Returns for 5 years | 54.24 | N/A | - |
| Returns for 10 years | 71.00 | N/A | - |
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