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CGAEX vs RSEBX
CGAEX vs RSEBX Comparison
Open Charts CGAEX vs RSEBX
Calvert Global Energy Solutions A
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World R2E
Price$69.17
Change-$0.70 (-1.00%)
VolumeN/A
Net Assets78.46B
CGAEX vs RSEBX Comparison Chart in %
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CGAEX vs. RSEBX commentary
Jul 17, 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: 78.5B vs. CGAEX (139M). CGAEX pays higher dividends than RSEBX: CGAEX (0.80) 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 : 8.47 vs. RSEBX (3.93). CGAEX return over 5 years is better than : 51.82 vs. RSEBX (14.97).
| 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 | 16.746 | 6.404 | 261% |
| 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 | 0.23 | 344% |
| Returns for 1 year | 8.47 | 3.93 | 216% |
| Returns for 3 years | 18.56 | 31.16 | 60% |
| Returns for 5 years | 51.82 | 14.97 | 346% |
| Returns for 10 years | 94.48 | 36.05 | 262% |
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