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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$9.88
Change+$0.27 (+2.81%)
VolumeN/A
Net Assets125.96M
American Funds SMALLCAP World F2
Price$62.24
Change+$1.07 (+1.75%)
VolumeN/A
Net Assets64.58B
CGAEX vs SMCFX Comparison Chart
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CGAEX vs. SMCFX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 64.6B vs. CGAEX (126M). CGAEX (0.94) and SMCFX (0.92) 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 : -9.33 vs. CGAEX (-11.03). CGAEX return over 5 years is better than : 55.28 vs. SMCFX (28.66).
| 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 | -8.038 | -10.265 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 64.6B | 0% |
| Annual Yield % from dividends | 0.94 | 0.92 | 102% |
| Returns for 1 year | -11.03 | -9.33 | 118% |
| Returns for 3 years | -17.21 | -5.31 | 324% |
| Returns for 5 years | 55.28 | 28.66 | 193% |
| Returns for 10 years | 41.45 | 27.70 | 150% |
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