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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$10.55
Change-$0.27 (-2.50%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F2
Price$70.34
Change-$2.20 (-3.03%)
VolumeN/A
CapitalizationN/A
CGAEX vs SMCFX Comparison Chart
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CGAEX vs. SMCFX commentary
Dec 19, 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 Hold and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 76.3B vs. CGAEX (145M). CGAEX (0.86) and SMCFX (0.85) have matching dividends . CGAEX was incepted earlier than SMCFX: CGAEX (18 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 : 8.90 vs. CGAEX (-2.65). CGAEX return over 5 years is better than : 43.07 vs. SMCFX (18.38).
| CGAEX | SMCFX | CGAEX / SMCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | -4.921 | 6.395 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 76.3B | 0% |
| Annual Yield % from dividends | 0.86 | 0.85 | 101% |
| Returns for 1 year | -2.65 | 8.90 | -30% |
| Returns for 3 years | -15.13 | -7.54 | 201% |
| Returns for 5 years | 43.07 | 18.38 | 234% |
| Returns for 10 years | 75.33 | 46.01 | 164% |