Interact to see
Advertisement
Advertisement
CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$13.30
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World R5E
Price$77.44
Change+$0.91 (+1.19%)
VolumeN/A
Net Assets81.91B
CGAEX vs RSLDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGAEX vs. RSLDX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.9B vs. CGAEX (151M). RSLDX pays higher dividends than CGAEX: RSLDX (0.79) vs CGAEX (0.74). 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 : 17.57 vs. RSLDX (11.37). CGAEX return over 5 years is better than : 44.30 vs. RSLDX (19.17).
| 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 | 26.316 | 13.769 | 191% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 81.9B | 0% |
| Annual Yield % from dividends | 0.74 | 0.79 | 94% |
| Returns for 1 year | 17.57 | 11.37 | 155% |
| Returns for 3 years | 21.81 | 39.12 | 56% |
| Returns for 5 years | 44.30 | 19.17 | 231% |
| Returns for 10 years | 136.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement