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CGAEX vs RSEBX
CGAEX vs RSEBX Comparison
Open Charts CGAEX vs RSEBX
Calvert Global Energy Solutions A
Price$13.02
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World R2E
Price$72.21
Change+$0.19 (+0.26%)
VolumeN/A
Net Assets80.76B
CGAEX vs RSEBX Comparison Chart in %
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CGAEX vs. RSEBX commentary
Aug 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CGAEX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 80.8B vs. CGAEX (144M). CGAEX pays higher dividends than RSEBX: CGAEX (0.77) vs RSEBX (0.23). CGAEX was incepted earlier than RSEBX: CGAEX (18 years) vs RSEBX (11 years). CGAEX (1.49) and RSEBX (1.45) have similar cost to investors . CGAEX is a more actively managed with annual turnover of: 41.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CGAEX: RSEBX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 17.01 vs. RSEBX (9.22). CGAEX return over 5 years is better than : 41.31 vs. RSEBX (11.22).
| CGAEX | RSEBX | CGAEX / RSEBX | |
| Total Expense Ratio | 1.24 | 1.45 | 86% |
| Annual Report Gross Expense Ratio | 1.49 | 1.45 | 103% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 23.828 | 11.081 | 215% |
| 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 | 0.23 | 331% |
| Returns for 1 year | 17.01 | 9.22 | 185% |
| Returns for 3 years | 15.86 | 30.15 | 53% |
| Returns for 5 years | 41.31 | 11.22 | 368% |
| Returns for 10 years | 129.76 | 53.78 | 241% |
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