Ad is loading...
CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$10.85
Change+$0.08 (+0.74%)
VolumeN/A
Net Assets126.34M
American Funds SMALLCAP World F2
Price$67.97
Change+$0.60 (+0.89%)
VolumeN/A
Net Assets71.03B
CGAEX vs SMCFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGAEX vs. SMCFX commentary
May 09, 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 SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 71B vs. CGAEX (126M). CGAEX (0.91) and SMCFX (0.90) have matching dividends . CGAEX was incepted earlier than SMCFX: CGAEX (18 years) vs SMCFX (17 years). CGAEX (1.49) is less costly to investors than SMCFX (0.76). CGAEX is a more actively managed with annual turnover of: 41.00 vs. SMCFX (32.00). 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 : 0.08 vs. CGAEX (-2.79). CGAEX return over 5 years is better than : 63.07 vs. SMCFX (25.60).
| CGAEX | SMCFX | CGAEX / SMCFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.49 | 0.76 | 196% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 3.062 | -2.004 | -153% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 71B | 0% |
| Annual Yield % from dividends | 0.91 | 0.90 | 101% |
| Returns for 1 year | -2.79 | 0.08 | -3,704% |
| Returns for 3 years | 2.90 | 19.05 | 15% |
| Returns for 5 years | 63.07 | 25.60 | 246% |
| Returns for 10 years | 56.18 | 38.10 | 147% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| PEOPLE.X | 0.016083 | 0.002649 | +19.72% |
| ConstitutionDAO cryptocurrency | |||
| ETC.X | 18.581474 | 2.389957 | +14.76% |
| Ethereum Classic cryptocurrency | |||
| FRONT.X | 0.219114 | 0.026986 | +14.05% |
| Frontier cryptocurrency | |||
| BAT.X | 0.154393 | 0.015685 | +11.31% |
| Basic Attention Token cryptocurrency | |||
| BEL.X | 0.347668 | 0.026491 | +8.25% |
| Bella Protocol cryptocurrency | |||