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CAEIX vs RLLGX
CAEIX vs RLLGX Comparison
Open Charts CAEIX vs RLLGX
Calvert Global Energy Solutions I
Price$10.05
Change+$0.28 (+2.87%)
VolumeN/A
Net Assets125.96M
American Funds SMALLCAP World R6
Price$62.84
Change+$1.09 (+1.77%)
VolumeN/A
Net Assets65.73B
CAEIX vs RLLGX Comparison Chart
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CAEIX vs. RLLGX commentary
Apr 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAEIX is a Buy and RLLGX is a Buy.
FUNDAMENTALS
Fundamentals
RLLGX has more cash in the bank: 65.7B vs. CAEIX (126M). CAEIX pays higher dividends than RLLGX: CAEIX (1.20) vs RLLGX (1.03). CAEIX was incepted earlier than RLLGX: CAEIX (18 years) vs RLLGX (16 years). CAEIX (1.24) is less costly to investors than RLLGX (0.65). CAEIX is a more actively managed with annual turnover of: 41.00 vs. RLLGX (32.00). RLLGX has a lower initial minimum investment than CAEIX: RLLGX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : -8.31 vs. RLLGX (-9.21). CAEIX return over 5 years is better than : 61.68 vs. RLLGX (29.33).
| CAEIX | RLLGX | CAEIX / RLLGX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.24 | 0.65 | 191% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | -5.367 | -10.229 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 65.7B | 0% |
| Annual Yield % from dividends | 1.20 | 1.03 | 117% |
| Returns for 1 year | -8.31 | -9.21 | 90% |
| Returns for 3 years | -14.25 | -5.10 | 280% |
| Returns for 5 years | 61.68 | 29.33 | 210% |
| Returns for 10 years | 49.59 | 29.08 | 171% |
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