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CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$13.02
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529-F-2
Price$75.42
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets80.76B
CGAEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.8B 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 : 17.01 vs. FSWFX (9.99).
| 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 | 23.828 | 11.587 | 206% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 80.8B | 0% |
| Annual Yield % from dividends | 0.77 | 0.85 | 91% |
| Returns for 1 year | 17.01 | 9.99 | 170% |
| Returns for 3 years | 15.86 | 32.91 | 48% |
| Returns for 5 years | 41.31 | N/A | - |
| Returns for 10 years | 129.76 | N/A | - |
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