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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets170.79M
American Funds SMALLCAP World 529-F-2
Price$77.17
Change+$0.09 (+0.12%)
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 (171M). FSWFX pays higher dividends than CAEIX: FSWFX (0.92) vs CAEIX (0.68). 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). CAEIX is a more actively managed with annual turnover of: 45.00 vs. FSWFX (41.00). 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 : 45.26 vs. FSWFX (12.51). CAEIX return over 5 years is better than : 17.52 vs. FSWFX (-7.13).
| 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 | 8.512 | 4.922 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 82.4B | 0% |
| Annual Yield % from dividends | 0.68 | 0.92 | 73% |
| Returns for 1 year | 45.26 | 12.51 | 362% |
| Returns for 3 years | 27.50 | 25.58 | 108% |
| Returns for 5 years | 17.52 | -7.13 | -246% |
| Returns for 10 years | 187.24 | N/A | - |
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