CAEIX
Price
$13.96
Change
-$0.07 (-0.50%)
Updated
Oct 17 closing price
Net Assets
155.24M
RSLDX
Price
$75.57
Change
-$0.15 (-0.20%)
Updated
Oct 17 closing price
Net Assets
81.1B
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CAEIX vs RSLDX

Header iconCAEIX vs RSLDX Comparison
Open Charts CAEIX vs RSLDXBanner chart's image
Calvert Global Energy Solutions I
Price$13.96
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets155.24M
American Funds SMALLCAP World R5E
Price$75.57
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
CAEIX vs RSLDX Comparison Chart in %
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CAEIX vs. RSLDX commentary
Oct 19, 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 Hold and RSLDX is a Hold.

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FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.1B vs. CAEIX (155M). CAEIX pays higher dividends than RSLDX: CAEIX (0.92) vs RSLDX (0.78). CAEIX was incepted earlier than RSLDX: CAEIX (18 years) vs RSLDX (10 years). CAEIX (1.24) is less costly to investors than RSLDX (0.80). CAEIX is a more actively managed with annual turnover of: 41.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than CAEIX: RSLDX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 21.03 vs. RSLDX (6.64). CAEIX return over 5 years is better than : 41.45 vs. RSLDX (9.52).
CAEIXRSLDXCAEIX / RSLDX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.240.80155%
Fund Existence18 years10 years-
Gain YTD31.45011.021285%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets155M81.1B0%
Annual Yield % from dividends0.920.78118%
Returns for 1 year21.036.64317%
Returns for 3 years42.0241.66101%
Returns for 5 years41.459.52435%
Returns for 10 years138.58N/A-
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