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CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$13.44
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World R5E
Price$73.64
Change-$0.38 (-0.51%)
VolumeN/A
Net Assets79.34B
CGAEX vs RSLDX Comparison Chart in %
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CGAEX vs. RSLDX commentary
Nov 20, 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.3B vs. CGAEX (162M). RSLDX pays higher dividends than CGAEX: RSLDX (0.78) vs CGAEX (0.69). CGAEX was incepted earlier than RSLDX: CGAEX (18 years) vs RSLDX (10 years). CGAEX (1.49) is less costly to investors than RSLDX (0.80). CGAEX is a more actively managed with annual turnover of: 41.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than CGAEX: RSLDX (250) vs CGAEX (1000). CGAEX annual gain was more profitable for investors over the last year : 24.75 vs. RSLDX (6.65). CGAEX return over 5 years is better than : 27.02 vs. RSLDX (3.12).
| CGAEX | RSLDX | CGAEX / RSLDX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.49 | 0.80 | 186% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 28.708 | 8.186 | 351% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 79.3B | 0% |
| Annual Yield % from dividends | 0.69 | 0.78 | 89% |
| Returns for 1 year | 24.75 | 6.65 | 372% |
| Returns for 3 years | 21.70 | 29.81 | 73% |
| Returns for 5 years | 27.02 | 3.12 | 865% |
| Returns for 10 years | 138.42 | 59.21 | 234% |
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