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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$11.58
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World F2
Price$72.34
Change+$0.61 (+0.85%)
VolumeN/A
Net Assets75.42B
CGAEX vs SMCFX Comparison Chart in %
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CGAEX vs. SMCFX commentary
Jun 24, 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: 75.4B vs. CGAEX (134M). SMCFX (0.84) and CGAEX (0.84) 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 : 5.69 vs. CGAEX (5.32). CGAEX return over 5 years is better than : 58.29 vs. SMCFX (20.34).
| 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 | 9.856 | 3.453 | 285% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 75.4B | 0% |
| Annual Yield % from dividends | 0.84 | 0.84 | 100% |
| Returns for 1 year | 5.32 | 5.69 | 93% |
| Returns for 3 years | 7.58 | 26.18 | 29% |
| Returns for 5 years | 58.29 | 20.34 | 287% |
| Returns for 10 years | 72.28 | 41.47 | 174% |
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