Interact to see
Advertisement
Advertisement
CAEIX vs FSFWX
CAEIX vs FSFWX Comparison
Open Charts CAEIX vs FSFWX
Calvert Global Energy Solutions I
Price$14.03
Change-$0.32 (-2.23%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
CAEIX vs FSFWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. CAEIX (162M). CAEIX (0.88) and FSFWX (0.88) have matching dividends . 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 : 28.23 vs. FSFWX (6.93). CAEIX return over 5 years is better than : 35.09 vs. FSFWX (7.14).
| 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 | 32.109 | 10.245 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 81.8B | 0% |
| Annual Yield % from dividends | 0.88 | 0.88 | 100% |
| Returns for 1 year | 28.23 | 6.93 | 407% |
| Returns for 3 years | 25.63 | 31.20 | 82% |
| Returns for 5 years | 35.09 | 7.14 | 492% |
| Returns for 10 years | 152.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement