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CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World R5E
Price$72.69
Change-$0.72 (-0.98%)
VolumeN/A
Net Assets78.46B
CGAEX vs RSLDX Comparison Chart in %
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CGAEX vs. RSLDX 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 78.5B vs. CGAEX (139M). RSLDX (0.81) and CGAEX (0.80) have matching dividends . 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 : 8.47 vs. RSLDX (4.62). CGAEX return over 5 years is better than : 51.82 vs. RSLDX (19.08).
| 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 | 16.746 | 6.790 | 247% |
| 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 | 0.81 | 99% |
| Returns for 1 year | 8.47 | 4.62 | 183% |
| Returns for 3 years | 18.56 | 33.55 | 55% |
| Returns for 5 years | 51.82 | 19.08 | 272% |
| Returns for 10 years | 94.48 | N/A | - |
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