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CAEIX vs RSEBX
CAEIX vs RSEBX Comparison
Open Charts CAEIX vs RSEBX
Calvert Global Energy Solutions I
Price$11.75
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World R2E
Price$67.34
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets75.3B
CAEIX vs RSEBX Comparison Chart
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CAEIX vs. RSEBX commentary
Jun 07, 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 RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 75.3B vs. CAEIX (134M). CAEIX pays higher dividends than RSEBX: CAEIX (1.08) vs RSEBX (0.21). CAEIX was incepted earlier than RSEBX: CAEIX (18 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than CAEIX (1.24). CAEIX is a more actively managed with annual turnover of: 41.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CAEIX: RSEBX (250) vs CAEIX (1000000). RSEBX annual gain was more profitable for investors over the last year : 4.30 vs. CAEIX (0.74). CAEIX return over 5 years is better than : 53.30 vs. RSEBX (15.02).
| CAEIX | RSEBX | CAEIX / RSEBX | |
| Total Expense Ratio | 0.99 | 1.45 | 68% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 9.887 | 3.552 | 278% |
| 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 | 0.21 | 516% |
| Returns for 1 year | 0.74 | 4.30 | 17% |
| Returns for 3 years | -0.59 | 15.38 | -4% |
| Returns for 5 years | 53.30 | 15.02 | 355% |
| Returns for 10 years | 79.00 | 34.50 | 229% |
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