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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World 529-F-2
Price$73.37
Change+$0.76 (+1.05%)
VolumeN/A
Net Assets78.16B
CAEIX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.2B vs. CAEIX (139M). CAEIX pays higher dividends than FSWFX: CAEIX (1.03) vs FSWFX (0.85). CAEIX was incepted earlier than FSWFX: CAEIX (18 years) vs FSWFX (5 years). CAEIX (1.24) is less costly to investors than FSWFX (0.76). CAEIX is a more actively managed with annual turnover of: 41.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CAEIX: FSWFX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 9.00 vs. FSWFX (6.16).
| CAEIX | FSWFX | CAEIX / FSWFX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 16.667 | 8.554 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 78.2B | 0% |
| Annual Yield % from dividends | 1.03 | 0.85 | 121% |
| Returns for 1 year | 9.00 | 6.16 | 146% |
| Returns for 3 years | 18.23 | 35.62 | 51% |
| Returns for 5 years | 52.24 | N/A | - |
| Returns for 10 years | 100.60 | N/A | - |
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