Ad is loading...
CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$10.61
Change+$0.23 (+2.22%)
VolumeN/A
Net Assets125.96M
American Funds SMALLCAP World 529-F-2
Price$62.75
Change+$0.72 (+1.16%)
VolumeN/A
Net Assets67.16B
CAEIX vs FSWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 67.2B vs. CAEIX (126M). CAEIX pays higher dividends than FSWFX: CAEIX (1.20) vs FSWFX (0.94). CAEIX was incepted earlier than FSWFX: CAEIX (18 years) vs FSWFX (4 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 : -2.69 vs. FSWFX (-4.54).
| 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 | 4 years | - |
| Gain YTD | -2.637 | -8.253 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 67.2B | 0% |
| Annual Yield % from dividends | 1.20 | 0.94 | 128% |
| Returns for 1 year | -2.69 | -4.54 | 59% |
| Returns for 3 years | -9.53 | -0.09 | 10,772% |
| Returns for 5 years | 65.33 | N/A | - |
| Returns for 10 years | 51.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| MULTI.X | 0.138313 | 0.031704 | +29.74% |
| Multichain cryptocurrency | |||
| PHB.X | 0.520537 | 0.026142 | +5.29% |
| Phoenix cryptocurrency | |||
| SSV.X | 6.549964 | 0.318531 | +5.11% |
| ssv.network cryptocurrency | |||
| XMR.X | 230.182450 | 3.298019 | +1.45% |
| Monero cryptocurrency | |||
| ACH.X | 0.027071 | -0.000165 | -0.61% |
| Alchemy Pay cryptocurrency | |||