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CGAEX vs RSLDX
CGAEX vs RSLDX Comparison
Open Charts CGAEX vs RSLDX
Calvert Global Energy Solutions A
Price$13.02
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World R5E
Price$75.94
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets80.76B
CGAEX vs RSLDX Comparison Chart in %
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CGAEX vs. RSLDX commentary
Aug 30, 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: 80.8B 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 : 17.01 vs. RSLDX (9.94). CGAEX return over 5 years is better than : 41.31 vs. RSLDX (15.19).
| 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 | 23.828 | 11.565 | 206% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 80.8B | 0% |
| Annual Yield % from dividends | 0.77 | 0.81 | 95% |
| Returns for 1 year | 17.01 | 9.94 | 171% |
| Returns for 3 years | 15.86 | 32.51 | 49% |
| Returns for 5 years | 41.31 | 15.19 | 272% |
| Returns for 10 years | 129.76 | N/A | - |
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