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CAEIX vs CSPAX
CAEIX vs CSPAX Comparison
Open Charts CAEIX vs CSPAX
Calvert Global Energy Solutions I
Price$13.69
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets162.25M
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
CAEIX vs CSPAX Comparison Chart in %
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CAEIX vs. CSPAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 78.9B vs. CAEIX (162M). CAEIX pays higher dividends than CSPAX: CAEIX (0.88) vs CSPAX (0.55). CAEIX was incepted earlier than CSPAX: CAEIX (18 years) vs CSPAX (24 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 : 25.10 vs. CSPAX (5.96). CAEIX return over 5 years is better than : 28.60 vs. CSPAX (1.44).
| 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 | 24 years | - |
| Gain YTD | 29.002 | 8.125 | 357% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 78.9B | 0% |
| Annual Yield % from dividends | 0.88 | 0.55 | 159% |
| Returns for 1 year | 25.10 | 5.96 | 421% |
| Returns for 3 years | 22.57 | 29.24 | 77% |
| Returns for 5 years | 28.60 | 1.44 | 1,982% |
| Returns for 10 years | 145.10 | 55.92 | 259% |
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