CAEIX
Price
$13.96
Change
-$0.07 (-0.50%)
Updated
Oct 17 closing price
Net Assets
155.24M
RSLEX
Price
$74.00
Change
-$0.15 (-0.20%)
Updated
Oct 17 closing price
Net Assets
81.1B
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CAEIX vs RSLEX

Header iconCAEIX vs RSLEX Comparison
Open Charts CAEIX vs RSLEXBanner chart's image
Calvert Global Energy Solutions I
Price$13.96
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets155.24M
American Funds SMALLCAP World R4
Price$74.00
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
CAEIX vs RSLEX Comparison Chart in %
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CAEIX vs. RSLEX commentary
Oct 19, 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 RSLEX is a Hold.

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FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 81.1B vs. CAEIX (155M). CAEIX pays higher dividends than RSLEX: CAEIX (0.92) vs RSLEX (0.60). CAEIX was incepted earlier than RSLEX: CAEIX (18 years) vs RSLEX (23 years). CAEIX (1.24) is less costly to investors than RSLEX (1.00). CAEIX is a more actively managed with annual turnover of: 41.00 vs. RSLEX (32.00). RSLEX has a lower initial minimum investment than CAEIX: RSLEX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 21.03 vs. RSLEX (6.43). CAEIX return over 5 years is better than : 41.45 vs. RSLEX (8.41).
CAEIXRSLEXCAEIX / RSLEX
Total Expense Ratio0.991.0099%
Annual Report Gross Expense Ratio1.241.00124%
Fund Existence18 years23 years-
Gain YTD31.45010.835290%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets155M81.1B0%
Annual Yield % from dividends0.920.60154%
Returns for 1 year21.036.43327%
Returns for 3 years42.0241.07102%
Returns for 5 years41.458.41493%
Returns for 10 years138.5862.22223%
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