Interact to see
Advertisement
Advertisement
CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World 529-F-2
Price$72.19
Change-$0.72 (-0.99%)
VolumeN/A
Net Assets78.46B
CGAEX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.5B vs. CGAEX (139M). FSWFX pays higher dividends than CGAEX: FSWFX (0.85) vs CGAEX (0.80). 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 : 8.47 vs. FSWFX (4.66).
| 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 | 16.746 | 6.808 | 246% |
| 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 | 0.85 | 95% |
| Returns for 1 year | 8.47 | 4.66 | 182% |
| Returns for 3 years | 18.56 | 33.97 | 55% |
| Returns for 5 years | 51.82 | N/A | - |
| Returns for 10 years | 94.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement