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CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$10.85
Change+$0.08 (+0.74%)
VolumeN/A
Net Assets126.34M
American Funds SMALLCAP World 529-F-2
Price$66.26
Change+$0.58 (+0.88%)
VolumeN/A
Net Assets71.03B
CGAEX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71B vs. CGAEX (126M). FSWFX (0.92) and CGAEX (0.91) have matching dividends . 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). FSWFX annual gain was more profitable for investors over the last year : 0.08 vs. CGAEX (-2.79).
| 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 | 3.062 | -1.997 | -153% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 71B | 0% |
| Annual Yield % from dividends | 0.91 | 0.92 | 98% |
| Returns for 1 year | -2.79 | 0.08 | -3,679% |
| Returns for 3 years | 2.90 | 19.32 | 15% |
| Returns for 5 years | 63.07 | N/A | - |
| Returns for 10 years | 56.18 | N/A | - |
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