Interact to see
Advertisement
Advertisement
CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$14.08
Change-$0.18 (-1.26%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World 529-F-2
Price$77.46
Change-$0.95 (-1.21%)
VolumeN/A
Net Assets82.31B
CAEIX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. CAEIX (161M). CAEIX pays higher dividends than FSWFX: CAEIX (0.89) vs FSWFX (0.80). 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 : 28.02 vs. FSWFX (9.32). CAEIX return over 5 years is better than : 26.69 vs. FSWFX (4.09).
| 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 | 34.275 | 16.011 | 214% |
| 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 | 0.80 | 111% |
| Returns for 1 year | 28.02 | 9.32 | 301% |
| Returns for 3 years | 26.26 | 37.49 | 70% |
| Returns for 5 years | 26.69 | 4.09 | 652% |
| Returns for 10 years | 160.17 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FYC | 99.82 | 1.31 | +1.33% |
| First Trust Small Cap Gr AlphaDEX® ETF | |||
| KMLM | 27.01 | 0.24 | +0.90% |
| KraneShares Mount LucasMgdFutsIdxStgyETF | |||
| IWV | 392.00 | 1.17 | +0.30% |
| iShares Russell 3000 ETF | |||
| HYSA | 15.22 | 0.04 | +0.29% |
| BondBloxx USD High Yld Bd Sect Rot ETF | |||
| TEK | 31.29 | -0.27 | -0.84% |
| iShares Technology Opportunities Active ETF | |||