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CAEIX vs FSFWX
CAEIX vs FSFWX Comparison
Open Charts CAEIX vs FSFWX
Calvert Global Energy Solutions I
Price$14.08
Change-$0.18 (-1.26%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World 529-F-3
Price$77.58
Change-$0.96 (-1.22%)
VolumeN/A
Net Assets82.31B
CAEIX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. CAEIX (161M). CAEIX (0.89) and FSFWX (0.86) have matching dividends . CAEIX was incepted earlier than FSFWX: CAEIX (19 years) vs FSFWX (5 years). CAEIX (1.24) is less costly to investors than FSFWX (0.70). 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 : 28.02 vs. FSFWX (9.38). CAEIX return over 5 years is better than : 26.69 vs. FSFWX (4.39).
| CAEIX | FSFWX | CAEIX / FSFWX | |
| Total Expense Ratio | 0.99 | 0.70 | 141% |
| Annual Report Gross Expense Ratio | 1.24 | 0.70 | 177% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 34.275 | 16.084 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 82.3B | 0% |
| Annual Yield % from dividends | 0.89 | 0.86 | 103% |
| Returns for 1 year | 28.02 | 9.38 | 299% |
| Returns for 3 years | 26.26 | 37.67 | 70% |
| Returns for 5 years | 26.69 | 4.39 | 608% |
| Returns for 10 years | 160.17 | N/A | - |
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