CGAEX
Price
$13.02
Change
+$0.08 (+0.62%)
Updated
Aug 28 closing price
Net Assets
144.49M
SMCFX
Price
$77.36
Change
+$0.21 (+0.27%)
Updated
Aug 28 closing price
Net Assets
80.76B
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CGAEX vs SMCFX

Header iconCGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFXBanner chart's image
Calvert Global Energy Solutions A
Price$13.02
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World F2
Price$77.36
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets80.76B
CGAEX vs SMCFX Comparison Chart in %
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CGAEX vs. SMCFX commentary
Aug 30, 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 Hold.

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FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.8B vs. CGAEX (144M). SMCFX pays higher dividends than CGAEX: SMCFX (0.83) vs CGAEX (0.77). 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). CGAEX annual gain was more profitable for investors over the last year : 17.01 vs. SMCFX (9.99). CGAEX return over 5 years is better than : 41.31 vs. SMCFX (15.57).
CGAEXSMCFXCGAEX / SMCFX
Total Expense Ratio1.240.76163%
Annual Report Gross Expense Ratio1.490.76196%
Fund Existence18 years17 years-
Gain YTD23.82811.573206%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets144M80.8B0%
Annual Yield % from dividends0.770.8393%
Returns for 1 year17.019.99170%
Returns for 3 years15.8632.6249%
Returns for 5 years41.3115.57265%
Returns for 10 years129.7665.48198%
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