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CAEIX vs RSLDX
CAEIX vs RSLDX Comparison
Open Charts CAEIX vs RSLDX
Calvert Global Energy Solutions I
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World R5E
Price$74.66
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
CAEIX vs RSLDX Comparison Chart in %
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CAEIX vs. RSLDX 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 RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.8B vs. CAEIX (139M). CAEIX pays higher dividends than RSLDX: CAEIX (1.03) vs RSLDX (0.81). 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 : 17.19 vs. RSLDX (10.07). CAEIX return over 5 years is better than : 57.64 vs. RSLDX (20.95).
| CAEIX | RSLDX | CAEIX / RSLDX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.24 | 0.80 | 155% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 21.940 | 9.684 | 227% |
| 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 | 0.81 | 127% |
| Returns for 1 year | 17.19 | 10.07 | 171% |
| Returns for 3 years | 20.46 | 33.39 | 61% |
| Returns for 5 years | 57.64 | 20.95 | 275% |
| Returns for 10 years | 115.98 | N/A | - |
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