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CGAEX vs SMCWX
CGAEX vs SMCWX Comparison
Open Charts CGAEX vs SMCWX
Calvert Global Energy Solutions A
Price$10.55
Change-$0.27 (-2.50%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
CGAEX vs SMCWX Comparison Chart
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CGAEX vs. SMCWX 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. CGAEX (145M). CGAEX pays higher dividends than SMCWX: CGAEX (0.86) vs SMCWX (0.61). CGAEX was incepted earlier than SMCWX: CGAEX (18 years) vs SMCWX (35 years). CGAEX is a more actively managed with annual turnover of: 42.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than CGAEX: SMCWX (250) vs CGAEX (1000). SMCWX annual gain was more profitable for investors over the last year : 8.61 vs. CGAEX (-2.65). CGAEX return over 5 years is better than : 43.07 vs. SMCWX (16.64).
| CGAEX | SMCWX | CGAEX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 35 years | - |
| Gain YTD | -4.921 | 6.128 | -80% |
| 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 | 0.61 | 140% |
| Returns for 1 year | -2.65 | 8.61 | -31% |
| Returns for 3 years | -15.13 | -8.09 | 187% |
| Returns for 5 years | 43.07 | 16.64 | 259% |
| Returns for 10 years | 75.33 | 41.97 | 179% |