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 a closer substitute for your current allocation.
Cheapest Alternatives to CGAEX
CGAEX charges 1.24% annually. There are 52 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | CGAEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | CGAEX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | CGAEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | CGAEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | CGAEX vs PRNEX |
Best Risk-Adjusted Alternatives to CGAEX
CGAEX has a PortfoliosLab risk / return rank of 58. There are 41 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | CGAEX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | CGAEX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | CGAEX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | CGAEX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | CGAEX vs EIPIX |
Top Performing CGAEX Alternatives (YTD)
CGAEX is at 13.89% YTD. There are 57 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | CGAEX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | CGAEX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | CGAEX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | CGAEX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | CGAEX vs MLOZX |
Lowest Volatility Alternatives to CGAEX
CGAEX has 17.59% 1-year volatility. There are 58 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | CGAEX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | CGAEX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | CGAEX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | CGAEX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | CGAEX vs DHIVX |
Lowest Drawdown Alternatives to CGAEX
CGAEX has a 1-year max drawdown of -8.41%. There are 37 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | CGAEX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | CGAEX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | CGAEX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | CGAEX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | CGAEX vs SBMBX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CGJIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 63 | 12.89% | — | Jun 2000 | CGAEX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -7.52% | — | Aug 1987 | CGAEX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 37 | 9.99% | — | Jun 2015 | CGAEX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 64 | 18.85% | — | Oct 2015 | CGAEX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.66% | — | Oct 2006 | CGAEX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 59 | 14.09% | — | May 2007 | CGAEX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 87 | 22.04% | — | Jun 2015 | CGAEX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 80 | 28.02% | — | Oct 2012 | CGAEX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | 0.18% | — | Oct 1982 | CGAEX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 53 | 0.97% | — | Jul 2001 | CGAEX vs CYBIX |
Often Compared With CGAEX
Investors most often compare CGAEX with FITLX, PBD, FLOWX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CGAEX with Any Fund or Stock
Compare CGAEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGAEX with funds that move differently
Calvert Global Energy Solutions Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGAEX.
Explore CGAEX Diversifiers