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CAEIX vs RSLDX
CAEIX vs RSLDX Comparison
Open Charts CAEIX vs RSLDX
Calvert Global Energy Solutions I
Price$14.46
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets159.95M
American Funds SMALLCAP World R5E
Price$78.02
Change+$0.79 (+1.02%)
VolumeN/A
Net Assets82.43B
CAEIX vs RSLDX Comparison Chart in %
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CAEIX vs. RSLDX commentary
Jan 16, 2026
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.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.4B vs. CAEIX (160M). RSLDX pays higher dividends than CAEIX: RSLDX (0.91) vs CAEIX (0.72). CAEIX was incepted earlier than RSLDX: CAEIX (19 years) vs RSLDX (10 years). CAEIX (1.24) is less costly to investors than RSLDX (0.80). 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 : 39.52 vs. RSLDX (15.91). CAEIX return over 5 years is better than : 12.86 vs. RSLDX (-3.68).
| CAEIX | RSLDX | CAEIX / RSLDX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.24 | 0.80 | 155% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 3.433 | 4.224 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 82.4B | 0% |
| Annual Yield % from dividends | 0.72 | 0.91 | 79% |
| Returns for 1 year | 39.52 | 15.91 | 248% |
| Returns for 3 years | 24.58 | 30.54 | 80% |
| Returns for 5 years | 12.86 | -3.68 | -349% |
| Returns for 10 years | 183.49 | 103.65 | 177% |
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