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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$12.50
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World F2
Price$75.08
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets79.08B
CGAEX vs SMCFX Comparison Chart in %
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CGAEX vs. SMCFX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 79.1B 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 : 19.07 vs. SMCFX (14.22). CGAEX return over 5 years is better than : 43.17 vs. SMCFX (15.23).
| 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 | 19.234 | 8.285 | 232% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 79.1B | 0% |
| Annual Yield % from dividends | 0.77 | 0.83 | 93% |
| Returns for 1 year | 19.07 | 14.22 | 134% |
| Returns for 3 years | 8.16 | 24.26 | 34% |
| Returns for 5 years | 43.17 | 15.23 | 284% |
| Returns for 10 years | 106.90 | 53.58 | 200% |
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