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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World F2
Price$74.04
Change-$0.75 (-1.00%)
VolumeN/A
Net Assets78.46B
CGAEX vs SMCFX Comparison Chart in %
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CGAEX vs. SMCFX commentary
Jul 17, 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.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 78.5B vs. CGAEX (139M). SMCFX (0.83) and CGAEX (0.80) 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). CGAEX annual gain was more profitable for investors over the last year : 8.47 vs. SMCFX (4.65). CGAEX return over 5 years is better than : 51.82 vs. SMCFX (19.47).
| 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 | 16.746 | 6.785 | 247% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 78.5B | 0% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | 8.47 | 4.65 | 182% |
| Returns for 3 years | 18.56 | 33.64 | 55% |
| Returns for 5 years | 51.82 | 19.47 | 266% |
| Returns for 10 years | 94.48 | 46.42 | 204% |
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