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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$10.51
Change+$0.07 (+0.67%)
VolumeN/A
Net Assets135.33M
American Funds SMALLCAP World F2
Price$70.25
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets75.12B
CGAEX vs SMCFX Comparison Chart
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CGAEX vs. SMCFX commentary
Jan 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 StrongBuy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 75.1B vs. CGAEX (135M). CGAEX (0.86) and SMCFX (0.85) have matching dividends . CGAEX was incepted earlier than SMCFX: CGAEX (18 years) vs SMCFX (16 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 : 8.10 vs. CGAEX (2.18). CGAEX return over 5 years is better than : 35.18 vs. SMCFX (15.70).
| CGAEX | SMCFX | CGAEX / SMCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 0.574 | 1.283 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 75.1B | 0% |
| Annual Yield % from dividends | 0.86 | 0.85 | 101% |
| Returns for 1 year | 2.18 | 8.10 | 27% |
| Returns for 3 years | -14.22 | -4.03 | 353% |
| Returns for 5 years | 35.18 | 15.70 | 224% |
| Returns for 10 years | 77.53 | 58.79 | 132% |
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