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CGAEX vs SMCFX
CGAEX vs SMCFX Comparison
Open Charts CGAEX vs SMCFX
Calvert Global Energy Solutions A
Price$11.44
Change-$0.07 (-0.61%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F2
Price$72.35
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
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CGAEX vs SMCFX Comparison Chart
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CGAEX vs. SMCFX commentary
Sep 21, 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 Buy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 76.8B vs. CGAEX (153M). 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 : 15.96 vs. CGAEX (3.70). CGAEX return over 5 years is better than : 62.90 vs. SMCFX (25.23).
| 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 | -0.439 | 4.796 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 76.8B | 0% |
| Annual Yield % from dividends | 0.86 | 0.85 | 101% |
| Returns for 1 year | 3.70 | 15.96 | 23% |
| Returns for 3 years | -13.05 | -24.02 | 54% |
| Returns for 5 years | 62.90 | 25.23 | 249% |
| Returns for 10 years | 63.03 | 43.93 | 143% |
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