CAEIX
Price
$12.95
Change
+$0.06 (+0.47%)
Updated
Jul 25 closing price
Net Assets
139.16M
RSEBX
Price
$71.04
Change
+$0.35 (+0.50%)
Updated
Jul 25 closing price
Net Assets
79.78B
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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$12.95
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 %
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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.

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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).
CAEIXRSEBXCAEIX / RSEBX
Total Expense Ratio0.991.4568%
Annual Report Gross Expense Ratio1.241.4586%
Fund Existence18 years11 years-
Gain YTD21.9409.281236%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets139M79.8B0%
Annual Yield % from dividends1.030.23440%
Returns for 1 year17.199.34184%
Returns for 3 years20.4631.0366%
Returns for 5 years57.6416.78343%
Returns for 10 years115.9843.37267%
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