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CAEIX vs RSEBX
CAEIX vs RSEBX Comparison
Open Charts CAEIX vs RSEBX
Calvert Global Energy Solutions I
Price$13.14
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World R2E
Price$71.69
Change-$0.52 (-0.72%)
VolumeN/A
Net Assets80.76B
CAEIX vs RSEBX Comparison Chart in %
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CAEIX vs. RSEBX commentary
Aug 30, 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: 80.8B vs. CAEIX (144M). CAEIX pays higher dividends than RSEBX: CAEIX (0.99) vs RSEBX (0.23). 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). CAEIX annual gain was more profitable for investors over the last year : 17.49 vs. RSEBX (8.07). CAEIX return over 5 years is better than : 43.88 vs. RSEBX (10.42).
| 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 | 24.765 | 10.281 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 80.8B | 0% |
| Annual Yield % from dividends | 0.99 | 0.23 | 424% |
| Returns for 1 year | 17.49 | 8.07 | 217% |
| Returns for 3 years | 18.24 | 30.17 | 60% |
| Returns for 5 years | 43.88 | 10.42 | 421% |
| Returns for 10 years | 144.56 | 56.22 | 257% |
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