CAEIX
Price
$12.55
Change
+$0.14 (+1.13%)
Updated
Jul 3 closing price
Net Assets
139.16M
RSEBX
Price
$70.45
Change
+$0.41 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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CAEIX vs RSEBX

Header iconCAEIX vs RSEBX Comparison
Open Charts CAEIX vs RSEBXBanner chart's image
Calvert Global Energy Solutions I
Price$12.55
Change+$0.14 (+1.13%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World R2E
Price$70.45
Change+$0.41 (+0.59%)
VolumeN/A
Net Assets79.12B
CAEIX vs RSEBX Comparison Chart in %
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CAEIX vs. RSEBX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAEIX is a Buy and RSEBX is a Buy.

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FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 79.1B vs. CAEIX (139M). CAEIX pays higher dividends than RSEBX: CAEIX (1.03) vs RSEBX (0.23). CAEIX was incepted earlier than RSEBX: CAEIX (18 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than CAEIX (1.24). CAEIX is a more actively managed with annual turnover of: 41.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CAEIX: RSEBX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 12.97 vs. RSEBX (9.90). CAEIX return over 5 years is better than : 66.75 vs. RSEBX (18.70).
CAEIXRSEBXCAEIX / RSEBX
Total Expense Ratio0.991.4568%
Annual Report Gross Expense Ratio1.241.4586%
Fund Existence18 years11 years-
Gain YTD18.1738.373217%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets139M79.1B0%
Annual Yield % from dividends1.030.23440%
Returns for 1 year12.979.90131%
Returns for 3 years19.9833.3460%
Returns for 5 years66.7518.70357%
Returns for 10 years101.7241.22247%
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