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CGAEX vs RSEBX
CGAEX vs RSEBX Comparison
Open Charts CGAEX vs RSEBX
Calvert Global Energy Solutions A
Price$11.58
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World R2E
Price$67.61
Change+$0.56 (+0.84%)
VolumeN/A
Net Assets75.42B
CGAEX vs RSEBX Comparison Chart in %
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CGAEX vs. RSEBX commentary
Jun 24, 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 Hold and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 75.4B vs. CGAEX (134M). CGAEX pays higher dividends than RSEBX: CGAEX (0.84) vs RSEBX (0.21). 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 : 5.32 vs. RSEBX (4.99). CGAEX return over 5 years is better than : 58.29 vs. RSEBX (15.81).
| 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 | 9.856 | 3.143 | 314% |
| 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 | 0.21 | 402% |
| Returns for 1 year | 5.32 | 4.99 | 107% |
| Returns for 3 years | 7.58 | 23.85 | 32% |
| Returns for 5 years | 58.29 | 15.81 | 369% |
| Returns for 10 years | 72.28 | 31.52 | 229% |
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