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CAEIX vs FSFWX
CAEIX vs FSFWX Comparison
Open Charts CAEIX vs FSFWX
Calvert Global Energy Solutions I
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
CAEIX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. CAEIX (139M). CAEIX pays higher dividends than FSFWX: CAEIX (1.03) vs FSFWX (0.92). CAEIX was incepted earlier than FSFWX: CAEIX (18 years) vs FSFWX (5 years). CAEIX (1.24) is less costly to investors than FSFWX (0.71). CAEIX is a more actively managed with annual turnover of: 41.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CAEIX: FSFWX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 17.19 vs. FSFWX (10.18).
| CAEIX | FSFWX | CAEIX / FSFWX | |
| Total Expense Ratio | 0.99 | 0.71 | 139% |
| Annual Report Gross Expense Ratio | 1.24 | 0.71 | 175% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 21.940 | 9.758 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.8B | 0% |
| Annual Yield % from dividends | 1.03 | 0.92 | 112% |
| Returns for 1 year | 17.19 | 10.18 | 169% |
| Returns for 3 years | 20.46 | 33.99 | 60% |
| Returns for 5 years | 57.64 | N/A | - |
| Returns for 10 years | 115.98 | N/A | - |
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