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CAEIX vs FSFWX
CAEIX vs FSFWX Comparison
Open Charts CAEIX vs FSFWX
Calvert Global Energy Solutions I
Price$11.87
Change-$0.12 (-1.00%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World 529-F-3
Price$70.08
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
CAEIX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.5B vs. CAEIX (134M). CAEIX pays higher dividends than FSFWX: CAEIX (1.08) vs FSFWX (0.94). 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). FSFWX annual gain was more profitable for investors over the last year : 5.14 vs. CAEIX (4.61).
| 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 | 11.770 | 3.580 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 75.5B | 0% |
| Annual Yield % from dividends | 1.08 | 0.94 | 116% |
| Returns for 1 year | 4.61 | 5.14 | 90% |
| Returns for 3 years | 12.64 | 31.38 | 40% |
| Returns for 5 years | 64.40 | N/A | - |
| Returns for 10 years | 80.57 | N/A | - |
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