Interact to see
Advertisement
Advertisement
CAEIX vs RSEBX
CAEIX vs RSEBX Comparison
Open Charts CAEIX vs RSEBX
Calvert Global Energy Solutions I
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World R2E
Price$71.04
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets79.78B
CAEIX vs RSEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAEIX vs. RSEBX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 79.8B 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 : 17.19 vs. RSEBX (9.34). CAEIX return over 5 years is better than : 57.64 vs. RSEBX (16.78).
| CAEIX | RSEBX | CAEIX / RSEBX | |
| Total Expense Ratio | 0.99 | 1.45 | 68% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 21.940 | 9.281 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.8B | 0% |
| Annual Yield % from dividends | 1.03 | 0.23 | 440% |
| Returns for 1 year | 17.19 | 9.34 | 184% |
| Returns for 3 years | 20.46 | 31.03 | 66% |
| Returns for 5 years | 57.64 | 16.78 | 343% |
| Returns for 10 years | 115.98 | 43.37 | 267% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers