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CGAEX vs RSLFX
CGAEX vs RSLFX Comparison
Open Charts CGAEX vs RSLFX
Calvert Global Energy Solutions A
Price$11.44
Change-$0.07 (-0.61%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5
Price$73.86
Change-$0.36 (-0.49%)
VolumeN/A
CapitalizationN/A
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CGAEX vs RSLFX Comparison Chart
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CGAEX vs. RSLFX commentary
Sep 21, 2024
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: 76.8B vs. CGAEX (153M). RSLFX (0.87) and CGAEX (0.86) have matching dividends . CGAEX was incepted earlier than RSLFX: CGAEX (17 years) vs RSLFX (22 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 : 16.02 vs. CGAEX (3.70). CGAEX return over 5 years is better than : 62.90 vs. RSLFX (25.88).
| CGAEX | RSLFX | CGAEX / RSLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | -0.439 | 4.844 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 76.8B | 0% |
| Annual Yield % from dividends | 0.86 | 0.87 | 99% |
| Returns for 1 year | 3.70 | 16.02 | 23% |
| Returns for 3 years | -13.05 | -23.80 | 55% |
| Returns for 5 years | 62.90 | 25.88 | 243% |
| Returns for 10 years | 63.03 | 45.58 | 138% |
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