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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$14.03
Change-$0.32 (-2.23%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
CAEIX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. CAEIX (162M). CAEIX pays higher dividends than FSWFX: CAEIX (0.88) vs FSWFX (0.81). 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 : 28.23 vs. FSWFX (7.77). CAEIX return over 5 years is better than : 35.09 vs. FSWFX (8.80).
| 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 | 32.109 | 12.209 | 263% |
| 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 | 0.81 | 109% |
| Returns for 1 year | 28.23 | 7.77 | 363% |
| Returns for 3 years | 25.63 | 32.01 | 80% |
| Returns for 5 years | 35.09 | 8.80 | 399% |
| Returns for 10 years | 152.23 | N/A | - |
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