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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$12.72
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World 529-F-2
Price$73.19
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
CAEIX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. CAEIX (144M). CAEIX pays higher dividends than FSWFX: CAEIX (0.99) 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 : 19.34 vs. FSWFX (14.22).
| 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 | 19.397 | 8.288 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 79.1B | 0% |
| Annual Yield % from dividends | 0.99 | 0.85 | 117% |
| Returns for 1 year | 19.34 | 14.22 | 136% |
| Returns for 3 years | 9.00 | 24.53 | 37% |
| Returns for 5 years | 44.91 | N/A | - |
| Returns for 10 years | 112.44 | N/A | - |
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