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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$13.09
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529-F-2
Price$74.20
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets80.28B
CAEIX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. CAEIX (144M). CAEIX pays higher dividends than FSWFX: CAEIX (0.99) vs FSWFX (0.85). CAEIX was incepted earlier than FSWFX: CAEIX (18 years) vs FSWFX (5 years). CAEIX (1.24) is less costly to investors than FSWFX (0.76). CAEIX is a more actively managed with annual turnover of: 41.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CAEIX: FSWFX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 16.48 vs. FSWFX (9.10).
| CAEIX | FSWFX | CAEIX / FSWFX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 23.258 | 9.782 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 80.3B | 0% |
| Annual Yield % from dividends | 0.99 | 0.85 | 117% |
| Returns for 1 year | 16.48 | 9.10 | 181% |
| Returns for 3 years | 11.96 | 26.52 | 45% |
| Returns for 5 years | 47.66 | N/A | - |
| Returns for 10 years | 138.82 | N/A | - |
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