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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$10.84
Change-$0.03 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F2
Price$70.88
Change-$0.87 (-1.21%)
VolumeN/A
CapitalizationN/A
CGAEX vs SMCFX Comparison Chart
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CGAEX vs. SMCFX commentary
Nov 18, 2024
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: 74.7B vs. CGAEX (150M). CGAEX (0.86) and SMCFX (0.85) have matching dividends . CGAEX was incepted earlier than SMCFX: CGAEX (17 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 : 16.27 vs. CGAEX (5.02). CGAEX return over 5 years is better than : 49.82 vs. SMCFX (20.68).
| CGAEX | SMCFX | CGAEX / SMCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | -4.745 | 3.960 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 74.7B | 0% |
| Annual Yield % from dividends | 0.86 | 0.85 | 101% |
| Returns for 1 year | 5.02 | 16.27 | 31% |
| Returns for 3 years | -20.87 | -25.25 | 83% |
| Returns for 5 years | 49.82 | 20.68 | 241% |
| Returns for 10 years | 66.78 | 43.16 | 155% |