CAEIX
Price
$13.96
Change
-$0.07 (-0.50%)
Updated
Oct 17 closing price
Net Assets
155.24M
CSPAX
Price
$73.40
Change
-$0.15 (-0.20%)
Updated
Oct 17 closing price
Net Assets
81.1B
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CAEIX vs CSPAX

Header iconCAEIX vs CSPAX Comparison
Open Charts CAEIX vs CSPAXBanner 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 529A
Price$73.40
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
CAEIX vs CSPAX Comparison Chart in %
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CAEIX vs. CSPAX 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 CSPAX is a Hold.

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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.1B vs. CAEIX (155M). CAEIX pays higher dividends than CSPAX: CAEIX (0.92) vs CSPAX (0.56). 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 : 21.63 vs. CSPAX (6.59). CAEIX return over 5 years is better than : 42.16 vs. CSPAX (8.27).
CAEIXCSPAXCAEIX / CSPAX
Total Expense Ratio0.991.0693%
Annual Report Gross Expense Ratio1.241.06117%
Fund Existence18 years24 years-
Gain YTD32.10911.024291%
Front LoadN/A4%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets155M81.1B0%
Annual Yield % from dividends0.920.56165%
Returns for 1 year21.636.59328%
Returns for 3 years42.7341.11104%
Returns for 5 years42.168.27510%
Returns for 10 years139.7761.80226%
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