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CAEIX vs RSLDX
CAEIX vs RSLDX Comparison
Open Charts CAEIX vs RSLDX
Calvert Global Energy Solutions I
Price$13.45
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World R5E
Price$75.48
Change+$0.27 (+0.36%)
VolumeN/A
Net Assets80.43B
CAEIX vs RSLDX Comparison Chart in %
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CAEIX vs. RSLDX commentary
Sep 28, 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.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 80.4B vs. CAEIX (151M). CAEIX pays higher dividends than RSLDX: CAEIX (0.95) vs RSLDX (0.79). 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 : 13.21 vs. RSLDX (6.02). CAEIX return over 5 years is better than : 51.39 vs. RSLDX (17.67).
| 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 | 26.648 | 10.889 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 80.4B | 0% |
| Annual Yield % from dividends | 0.95 | 0.79 | 121% |
| Returns for 1 year | 13.21 | 6.02 | 219% |
| Returns for 3 years | 36.29 | 46.20 | 79% |
| Returns for 5 years | 51.39 | 17.67 | 291% |
| Returns for 10 years | 160.40 | N/A | - |
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