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CAEIX vs RSEBX
CAEIX vs RSEBX Comparison
Open Charts CAEIX vs RSEBX
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.
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).
| 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 | 18.173 | 8.373 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.1B | 0% |
| Annual Yield % from dividends | 1.03 | 0.23 | 440% |
| Returns for 1 year | 12.97 | 9.90 | 131% |
| Returns for 3 years | 19.98 | 33.34 | 60% |
| Returns for 5 years | 66.75 | 18.70 | 357% |
| Returns for 10 years | 101.72 | 41.22 | 247% |
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