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CGAEX vs RSLFX
CGAEX vs RSLFX Comparison
Open Charts CGAEX vs RSLFX
Calvert Global Energy Solutions A
Price$13.44
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World R5
Price$76.62
Change-$0.40 (-0.52%)
VolumeN/A
Net Assets79.34B
CGAEX vs RSLFX Comparison Chart in %
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CGAEX vs. RSLFX commentary
Nov 20, 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 RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 79.3B vs. CGAEX (162M). RSLFX pays higher dividends than CGAEX: RSLFX (0.82) vs CGAEX (0.69). CGAEX was incepted earlier than RSLFX: CGAEX (18 years) vs RSLFX (24 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). CGAEX annual gain was more profitable for investors over the last year : 24.75 vs. RSLFX (6.74). CGAEX return over 5 years is better than : 27.02 vs. RSLFX (3.93).
| 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 | 24 years | - |
| Gain YTD | 28.708 | 8.272 | 347% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 79.3B | 0% |
| Annual Yield % from dividends | 0.69 | 0.82 | 84% |
| Returns for 1 year | 24.75 | 6.74 | 367% |
| Returns for 3 years | 21.70 | 30.09 | 72% |
| Returns for 5 years | 27.02 | 3.93 | 688% |
| Returns for 10 years | 138.42 | 62.49 | 222% |
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