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CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$12.50
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World R5E
Price$73.69
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
CGAEX vs RSLDX Comparison Chart in %
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CGAEX vs. RSLDX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.1B vs. CGAEX (144M). RSLDX (0.81) and CGAEX (0.77) 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 : 19.07 vs. RSLDX (14.18). CGAEX return over 5 years is better than : 43.17 vs. RSLDX (14.82).
| 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 | 19.234 | 8.259 | 233% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 79.1B | 0% |
| Annual Yield % from dividends | 0.77 | 0.81 | 95% |
| Returns for 1 year | 19.07 | 14.18 | 135% |
| Returns for 3 years | 8.16 | 24.14 | 34% |
| Returns for 5 years | 43.17 | 14.82 | 291% |
| Returns for 10 years | 106.90 | N/A | - |
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