Calvert Global Energy Solutions Fund Class A (CGAEX) Alternatives
Calvert Global Energy Solutions Fund Class A (CGAEX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CGAEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CGAEX
CGAEX charges 1.24% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among CGAEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | CGAEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | CGAEX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | CGAEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | CGAEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | CGAEX vs PRNEX |
Best Risk-Adjusted Alternatives to CGAEX
Among mutual funds in the Energy Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Global Energy Transition Fund | 98 | Nov 14, 1995 | CGAEX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | CGAEX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | CGAEX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | CGAEX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | CGAEX vs IGNAX |
Top Performing CGAEX Alternatives (YTD)
CGAEX alternatives from the Energy Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 65.25% | Jun 4, 2006 | CGAEX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | CGAEX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | CGAEX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | CGAEX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | CGAEX vs FSTEX |
Lowest Volatility Alternatives to CGAEX
CGAEX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund, Inc. | 11.49% | May 2, 2004 | CGAEX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | CGAEX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | CGAEX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | CGAEX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | CGAEX vs JEEIX |
Lowest Drawdown Alternatives to CGAEX
CGAEX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | -7.55% | Nov 29, 2011 | CGAEX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | CGAEX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | CGAEX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | CGAEX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | CGAEX vs JEEIX |
Other Mutual Funds from Calvert Research and Management
Most popular Calvert Research and Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 39 | -7.68% | Jun 30, 2000 | CGAEX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CGAEX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CGAEX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CGAEX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CGAEX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CGAEX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CGAEX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CGAEX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CGAEX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CGAEX vs CFICX |
Often Compared With CGAEX
What investors most often compare with CGAEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity US Sustainability Index Fund | Large Cap Blend Equities | 51 | -8.73% | May 9, 2017 | CGAEX vs FITLX | |
| Fidelity Water Sustainability Fund | Energy Equities | 61 | -0.36% | Apr 21, 2020 | CGAEX vs FLOWX | |
| iShares Global Clean Energy ETF | Alternative Energy Equities | 95 | 11.32% | Jun 24, 2008 | CGAEX vs ICLN | |
| Invesco Global Clean Energy ETF | Alternative Energy Equities | 97 | 11.61% | Jun 13, 2007 | CGAEX vs PBD | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | CGAEX vs FXAIX | |
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | CGAEX vs RYEIX |
Compare CGAEX with Any Fund or Stock
Compare CGAEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.