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CAEIX vs FSFWX
CAEIX vs FSFWX Comparison
Open Charts CAEIX vs FSFWX
Calvert Global Energy Solutions I
Price$10.72
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets135.33M
American Funds SMALLCAP World 529-F-3
Price$69.89
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets76.58B
CAEIX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 76.6B vs. CAEIX (135M). CAEIX pays higher dividends than FSFWX: CAEIX (1.11) vs FSFWX (0.90). CAEIX was incepted earlier than FSFWX: CAEIX (18 years) vs FSFWX (4 years). CAEIX is a more actively managed with annual turnover of: 42.00 vs. FSFWX (29.00). FSFWX has a lower initial minimum investment than CAEIX: FSFWX (250) vs CAEIX (1000000). FSFWX annual gain was more profitable for investors over the last year : 8.78 vs. CAEIX (2.12).
| CAEIX | FSFWX | CAEIX / FSFWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | 1.789 | 3.265 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 76.6B | 0% |
| Annual Yield % from dividends | 1.11 | 0.90 | 123% |
| Returns for 1 year | 2.12 | 8.78 | 24% |
| Returns for 3 years | -9.64 | 1.37 | -705% |
| Returns for 5 years | 39.21 | N/A | - |
| Returns for 10 years | 81.66 | N/A | - |