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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$11.65
Change-$0.08 (-0.68%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$70.55
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
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CAEIX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.8B vs. CAEIX (153M). CAEIX pays higher dividends than FSWFX: CAEIX (1.11) vs FSWFX (0.89). CAEIX was incepted earlier than FSWFX: CAEIX (17 years) vs FSWFX (4 years). CAEIX is a more actively managed with annual turnover of: 42.00 vs. FSWFX (29.00). FSWFX has a lower initial minimum investment than CAEIX: FSWFX (250) vs CAEIX (1000000). FSWFX annual gain was more profitable for investors over the last year : 20.03 vs. CAEIX (7.57).
| CAEIX | FSWFX | CAEIX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 4 years | - |
| Gain YTD | 0.691 | 6.122 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 76.8B | 0% |
| Annual Yield % from dividends | 1.11 | 0.89 | 124% |
| Returns for 1 year | 7.57 | 20.03 | 38% |
| Returns for 3 years | -10.25 | -21.89 | 47% |
| Returns for 5 years | 66.54 | N/A | - |
| Returns for 10 years | 72.79 | N/A | - |
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