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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
Calvert Global Energy Solutions I
Price$11.75
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World 529-F-2
Price$70.22
Change+$0.47 (+0.67%)
VolumeN/A
Net Assets75.3B
CAEIX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.3B vs. CAEIX (134M). CAEIX pays higher dividends than FSWFX: CAEIX (1.08) vs FSWFX (0.87). 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). FSWFX annual gain was more profitable for investors over the last year : 5.03 vs. CAEIX (0.74).
| 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 | 9.887 | 3.860 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 75.3B | 0% |
| Annual Yield % from dividends | 1.08 | 0.87 | 125% |
| Returns for 1 year | 0.74 | 5.03 | 15% |
| Returns for 3 years | -0.59 | 17.83 | -3% |
| Returns for 5 years | 53.30 | N/A | - |
| Returns for 10 years | 79.00 | N/A | - |
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