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CGAEX vs RSLFX
CGAEX vs RSLFX Comparison
Open Charts CGAEX vs RSLFX
Calvert Global Energy Solutions A
Price$10.55
Change+$0.14 (+1.34%)
VolumeN/A
Net Assets135.33M
American Funds SMALLCAP World R5
Price$73.04
Change+$0.76 (+1.05%)
VolumeN/A
Net Assets75.73B
CGAEX vs RSLFX Comparison Chart
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CGAEX vs. RSLFX commentary
Jan 31, 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: 75.7B vs. CGAEX (135M). RSLFX (0.87) and CGAEX (0.86) have matching dividends . CGAEX was incepted earlier than RSLFX: CGAEX (18 years) vs RSLFX (23 years). CGAEX is a more actively managed with annual turnover of: 42.00 vs. RSLFX (29.00). 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 : 9.28 vs. CGAEX (2.27). CGAEX return over 5 years is better than : 41.14 vs. RSLFX (23.03).
| CGAEX | RSLFX | CGAEX / RSLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.957 | 3.178 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 75.7B | 0% |
| Annual Yield % from dividends | 0.86 | 0.87 | 99% |
| Returns for 1 year | 2.27 | 9.28 | 24% |
| Returns for 3 years | -10.69 | 0.58 | -1,844% |
| Returns for 5 years | 41.14 | 23.03 | 179% |
| Returns for 10 years | 75.45 | 61.96 | 122% |
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