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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$10.57
Change-$0.12 (-1.12%)
VolumeN/A
Net Assets133.84M
American Funds SMALLCAP World F2
Price$69.47
Change-$1.57 (-2.21%)
VolumeN/A
Net Assets74.42B
CGAEX vs SMCFX Comparison Chart
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CGAEX vs. SMCFX commentary
Feb 23, 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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 74.4B vs. CGAEX (134M). CGAEX (0.86) and SMCFX (0.85) have matching dividends . CGAEX was incepted earlier than SMCFX: CGAEX (18 years) vs SMCFX (17 years). CGAEX is a more actively managed with annual turnover of: 42.00 vs. SMCFX (29.00). SMCFX has a lower initial minimum investment than CGAEX: SMCFX (250) vs CGAEX (1000). SMCFX annual gain was more profitable for investors over the last year : 1.81 vs. CGAEX (1.01). CGAEX return over 5 years is better than : 32.50 vs. SMCFX (14.60).
| CGAEX | SMCFX | CGAEX / SMCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 1.148 | 0.159 | 724% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 74.4B | 0% |
| Annual Yield % from dividends | 0.86 | 0.85 | 101% |
| Returns for 1 year | 1.01 | 1.81 | 56% |
| Returns for 3 years | -7.07 | 1.79 | -394% |
| Returns for 5 years | 32.50 | 14.60 | 223% |
| Returns for 10 years | 62.94 | 48.74 | 129% |
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