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CAEIX vs RSEBX
CAEIX vs RSEBX Comparison
Open Charts CAEIX vs RSEBX
Calvert Global Energy Solutions I
Price$10.61
Change+$0.23 (+2.22%)
VolumeN/A
Net Assets125.96M
American Funds SMALLCAP World R2E
Price$61.29
Change+$1.07 (+1.78%)
VolumeN/A
Net Assets67.94B
CAEIX vs RSEBX Comparison Chart
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CAEIX vs. RSEBX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 67.9B vs. CAEIX (126M). CAEIX pays higher dividends than RSEBX: CAEIX (1.20) 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). RSEBX annual gain was more profitable for investors over the last year : -2.26 vs. CAEIX (-2.69). CAEIX return over 5 years is better than : 65.33 vs. RSEBX (25.19).
| 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 | -2.637 | -5.751 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 67.9B | 0% |
| Annual Yield % from dividends | 1.20 | 0.23 | 528% |
| Returns for 1 year | -2.69 | -2.26 | 119% |
| Returns for 3 years | -9.53 | 0.24 | -3,908% |
| Returns for 5 years | 65.33 | 25.19 | 259% |
| Returns for 10 years | 51.47 | 24.40 | 211% |
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