Ad is loading...
CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$10.85
Change+$0.08 (+0.74%)
VolumeN/A
Net Assets126.34M
American Funds SMALLCAP World R5E
Price$66.72
Change+$0.58 (+0.88%)
VolumeN/A
Net Assets71.03B
CGAEX vs RSLDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGAEX vs. RSLDX commentary
May 09, 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 RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 71B vs. CGAEX (126M). CGAEX (0.91) and RSLDX (0.88) have matching dividends . CGAEX was incepted earlier than RSLDX: CGAEX (18 years) vs RSLDX (9 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). RSLDX annual gain was more profitable for investors over the last year : 0.04 vs. CGAEX (-2.79). CGAEX return over 5 years is better than : 63.07 vs. RSLDX (25.14).
| 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 | 9 years | - |
| Gain YTD | 3.062 | -2.012 | -152% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 71B | 0% |
| Annual Yield % from dividends | 0.91 | 0.88 | 103% |
| Returns for 1 year | -2.79 | 0.04 | -6,961% |
| Returns for 3 years | 2.90 | 18.96 | 15% |
| Returns for 5 years | 63.07 | 25.14 | 251% |
| Returns for 10 years | 56.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KCCA | 15.24 | 0.05 | +0.36% |
| KraneShares California Carbon Allw ETF | |||
| MMIT | 23.78 | -0.01 | -0.04% |
| NYLI MacKay Muni Intermediate ETF | |||
| RFCI | 22.28 | -0.07 | -0.32% |
| RiverFront Dynamic Core Income ETF | |||
| SCHI | 22.20 | -0.11 | -0.49% |
| Schwab 5-10 Year Corp Bd ETF | |||
| HGLB | 8.07 | -0.18 | -2.18% |
| Highland Global Allocation Fund | |||