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CAEIX vs RSLDX
CAEIX vs RSLDX Comparison
Open Charts CAEIX vs RSLDX
Calvert Global Energy Solutions I
Price$11.87
Change-$0.12 (-1.00%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World R5E
Price$70.47
Change-$1.12 (-1.56%)
VolumeN/A
Net Assets75.47B
CAEIX vs RSLDX Comparison Chart
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CAEIX vs. RSLDX commentary
Jun 16, 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: 75.5B vs. CAEIX (134M). CAEIX pays higher dividends than RSLDX: CAEIX (1.08) vs RSLDX (0.82). 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). RSLDX annual gain was more profitable for investors over the last year : 5.04 vs. CAEIX (4.61). CAEIX return over 5 years is better than : 64.40 vs. RSLDX (23.37).
| 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 | 11.770 | 3.529 | 334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 75.5B | 0% |
| Annual Yield % from dividends | 1.08 | 0.82 | 131% |
| Returns for 1 year | 4.61 | 5.04 | 91% |
| Returns for 3 years | 12.64 | 30.80 | 41% |
| Returns for 5 years | 64.40 | 23.37 | 276% |
| Returns for 10 years | 80.57 | N/A | - |
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