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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-$0.27 (-2.50%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5
Price$71.82
Change-$2.25 (-3.04%)
VolumeN/A
CapitalizationN/A
CGAEX vs RSLFX Comparison Chart
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CGAEX vs. RSLFX commentary
Dec 19, 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 Hold and RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 76.3B vs. CGAEX (145M). 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 : 8.97 vs. CGAEX (-2.65). CGAEX return over 5 years is better than : 43.07 vs. RSLFX (18.98).
| 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 | -4.921 | 6.468 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 76.3B | 0% |
| Annual Yield % from dividends | 0.86 | 0.87 | 99% |
| Returns for 1 year | -2.65 | 8.97 | -30% |
| Returns for 3 years | -15.13 | -7.41 | 204% |
| Returns for 5 years | 43.07 | 18.98 | 227% |
| Returns for 10 years | 75.33 | 47.69 | 158% |
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