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CGAEX vs RSLFX
CGAEX vs RSLFX Comparison
Open Charts CGAEX vs RSLFX
Calvert Global Energy Solutions A
Price$13.30
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World R5
Price$80.57
Change+$0.95 (+1.19%)
VolumeN/A
Net Assets81.91B
CGAEX vs RSLFX Comparison Chart in %
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CGAEX vs. RSLFX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 81.9B vs. CGAEX (151M). RSLFX pays higher dividends than CGAEX: RSLFX (0.83) vs CGAEX (0.74). 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). CGAEX annual gain was more profitable for investors over the last year : 17.57 vs. RSLFX (11.48). CGAEX return over 5 years is better than : 44.30 vs. RSLFX (20.12).
| 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 | 26.316 | 13.853 | 190% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 81.9B | 0% |
| Annual Yield % from dividends | 0.74 | 0.83 | 89% |
| Returns for 1 year | 17.57 | 11.48 | 153% |
| Returns for 3 years | 21.81 | 39.42 | 55% |
| Returns for 5 years | 44.30 | 20.12 | 220% |
| Returns for 10 years | 136.33 | 70.79 | 193% |
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