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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$14.46
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets159.95M
American Funds SMALLCAP World 529-F-2
Price$76.65
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
CAEIX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. CAEIX (160M). FSWFX pays higher dividends than CAEIX: FSWFX (0.96) vs CAEIX (0.72). CAEIX was incepted earlier than FSWFX: CAEIX (19 years) vs FSWFX (5 years). CAEIX (1.24) is less costly to investors than FSWFX (0.76). 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 : 39.52 vs. FSWFX (15.91). CAEIX return over 5 years is better than : 12.86 vs. FSWFX (-3.44).
| CAEIX | FSWFX | CAEIX / FSWFX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 3.433 | 4.215 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 82.4B | 0% |
| Annual Yield % from dividends | 0.72 | 0.96 | 75% |
| Returns for 1 year | 39.52 | 15.91 | 248% |
| Returns for 3 years | 24.58 | 30.67 | 80% |
| Returns for 5 years | 12.86 | -3.44 | -374% |
| Returns for 10 years | 183.49 | N/A | - |
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