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CAEIX vs CSPAX
CAEIX vs CSPAX Comparison
Open Charts CAEIX vs CSPAX
Calvert Global Energy Solutions I
Price$12.72
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529A
Price$71.61
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
CAEIX vs CSPAX Comparison Chart in %
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CAEIX vs. CSPAX commentary
Aug 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 Hold and CSPAX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.1B vs. CAEIX (144M). CAEIX pays higher dividends than CSPAX: CAEIX (0.99) vs CSPAX (0.58). CAEIX was incepted earlier than CSPAX: CAEIX (18 years) vs CSPAX (23 years). CAEIX (1.24) is less costly to investors than CSPAX (1.06). CAEIX is a more actively managed with annual turnover of: 41.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than CAEIX: CSPAX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 19.34 vs. CSPAX (13.88). CAEIX return over 5 years is better than : 44.91 vs. CSPAX (13.28).
| CAEIX | CSPAX | CAEIX / CSPAX | |
| Total Expense Ratio | 0.99 | 1.06 | 93% |
| Annual Report Gross Expense Ratio | 1.24 | 1.06 | 117% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 19.397 | 8.095 | 240% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 79.1B | 0% |
| Annual Yield % from dividends | 0.99 | 0.58 | 171% |
| Returns for 1 year | 19.34 | 13.88 | 139% |
| Returns for 3 years | 9.00 | 23.38 | 38% |
| Returns for 5 years | 44.91 | 13.28 | 338% |
| Returns for 10 years | 112.44 | 48.59 | 231% |
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