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CGAEX vs FSWFX
CGAEX vs FSWFX Comparison
Open Charts CGAEX vs FSWFX
Calvert Global Energy Solutions A
Price$11.58
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World 529-F-2
Price$70.52
Change+$0.59 (+0.84%)
VolumeN/A
Net Assets75.42B
CGAEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.4B vs. CGAEX (134M). FSWFX (0.87) and CGAEX (0.84) 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 : 5.70 vs. CGAEX (5.32).
| 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 | 9.856 | 3.464 | 285% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 75.4B | 0% |
| Annual Yield % from dividends | 0.84 | 0.87 | 98% |
| Returns for 1 year | 5.32 | 5.70 | 93% |
| Returns for 3 years | 7.58 | 26.46 | 29% |
| Returns for 5 years | 58.29 | N/A | - |
| Returns for 10 years | 72.28 | N/A | - |
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