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CGAEX vs RSLFX
CGAEX vs RSLFX Comparison
Open Charts CGAEX vs RSLFX
Calvert Global Energy Solutions A
Price$9.88
Change+$0.27 (+2.81%)
VolumeN/A
Net Assets125.96M
American Funds SMALLCAP World R5
Price$63.54
Change+$1.09 (+1.75%)
VolumeN/A
Net Assets64.58B
CGAEX vs RSLFX Comparison Chart
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CGAEX vs. RSLFX commentary
Apr 12, 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 RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 64.6B vs. CGAEX (126M). RSLFX (0.95) and CGAEX (0.94) have matching dividends . CGAEX was incepted earlier than RSLFX: CGAEX (18 years) vs RSLFX (23 years). CGAEX (1.49) is less costly to investors than RSLFX (0.70). CGAEX is a more actively managed with annual turnover of: 41.00 vs. RSLFX (32.00). RSLFX has a lower initial minimum investment than CGAEX: RSLFX (250) vs CGAEX (1000). RSLFX annual gain was more profitable for investors over the last year : -9.27 vs. CGAEX (-11.03). CGAEX return over 5 years is better than : 55.28 vs. RSLFX (29.24).
| CGAEX | RSLFX | CGAEX / RSLFX | |
| Total Expense Ratio | 1.24 | 0.70 | 177% |
| Annual Report Gross Expense Ratio | 1.49 | 0.70 | 213% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -8.038 | -10.242 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 64.6B | 0% |
| Annual Yield % from dividends | 0.94 | 0.95 | 99% |
| Returns for 1 year | -11.03 | -9.27 | 119% |
| Returns for 3 years | -17.21 | -5.18 | 332% |
| Returns for 5 years | 55.28 | 29.24 | 189% |
| Returns for 10 years | 41.45 | 29.04 | 143% |
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