CAEIX
Price
$12.55
Change
+$0.14 (+1.13%)
Updated
Jul 3 closing price
Net Assets
139.16M
RSLDX
Price
$74.01
Change
+$0.43 (+0.58%)
Updated
Jul 3 closing price
Net Assets
79.12B
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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$12.55
Change+$0.14 (+1.13%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World R5E
Price$74.01
Change+$0.43 (+0.58%)
VolumeN/A
Net Assets79.12B
CAEIX vs RSLDX Comparison Chart in %
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CAEIX vs. RSLDX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.1B 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 : 12.97 vs. RSLDX (10.63). CAEIX return over 5 years is better than : 66.75 vs. RSLDX (22.93).
CAEIXRSLDXCAEIX / RSLDX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.240.80155%
Fund Existence18 years10 years-
Gain YTD18.1738.730208%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets139M79.1B0%
Annual Yield % from dividends1.030.81127%
Returns for 1 year12.9710.63122%
Returns for 3 years19.9835.7656%
Returns for 5 years66.7522.93291%
Returns for 10 years101.72N/A-
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