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CAEIX vs CSPAX
CAEIX vs CSPAX Comparison
Open Charts CAEIX vs CSPAX
Calvert Global Energy Solutions I
Price$14.46
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets159.95M
American Funds SMALLCAP World 529A
Price$75.03
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
CAEIX vs CSPAX Comparison Chart in %
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CAEIX vs. CSPAX commentary
Jan 16, 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 (160M). CAEIX (0.72) and CSPAX (0.70) 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). 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 : 39.52 vs. CSPAX (15.48). CAEIX return over 5 years is better than : 12.86 vs. CSPAX (-5.07).
| 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 | 3.433 | 4.194 | 82% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 82.4B | 0% |
| Annual Yield % from dividends | 0.72 | 0.70 | 103% |
| Returns for 1 year | 39.52 | 15.48 | 255% |
| Returns for 3 years | 24.58 | 29.35 | 84% |
| Returns for 5 years | 12.86 | -5.07 | -254% |
| Returns for 10 years | 183.49 | 98.97 | 185% |
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