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CAEIX vs CSPAX
CAEIX vs CSPAX Comparison
Open Charts CAEIX vs CSPAX
Calvert Global Energy Solutions I
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets170.79M
American Funds SMALLCAP World 529A
Price$75.52
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets82.43B
CAEIX vs CSPAX Comparison Chart in %
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CAEIX vs. CSPAX commentary
Feb 05, 2026
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 CAEIX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. CAEIX (171M). CAEIX (0.68) and CSPAX (0.67) have matching dividends . CAEIX was incepted earlier than CSPAX: CAEIX (19 years) vs CSPAX (24 years). CAEIX (1.24) is less costly to investors than CSPAX (1.04). CAEIX is a more actively managed with annual turnover of: 45.00 vs. CSPAX (41.00). CSPAX has a lower initial minimum investment than CAEIX: CSPAX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 45.26 vs. CSPAX (12.09). CAEIX return over 5 years is better than : 17.52 vs. CSPAX (-8.71).
| CAEIX | CSPAX | CAEIX / CSPAX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.24 | 1.04 | 119% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 8.512 | 4.874 | 175% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 82.4B | 0% |
| Annual Yield % from dividends | 0.68 | 0.67 | 100% |
| Returns for 1 year | 45.26 | 12.09 | 374% |
| Returns for 3 years | 27.50 | 24.33 | 113% |
| Returns for 5 years | 17.52 | -8.71 | -201% |
| Returns for 10 years | 187.24 | 103.38 | 181% |
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