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CAEIX vs RSLBX
CAEIX vs RSLBX Comparison
Open Charts CAEIX vs RSLBX
Calvert Global Energy Solutions I
Price$10.72
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets135.33M
American Funds SMALLCAP World R2
Price$58.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets76.58B
CAEIX vs RSLBX Comparison Chart
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CAEIX vs. RSLBX commentary
Jan 24, 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 StrongBuy and RSLBX is a Buy.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 76.6B vs. CAEIX (135M). CAEIX pays higher dividends than RSLBX: CAEIX (1.11) vs RSLBX (0.15). CAEIX was incepted earlier than RSLBX: CAEIX (18 years) vs RSLBX (23 years). CAEIX is a more actively managed with annual turnover of: 42.00 vs. RSLBX (29.00). RSLBX has a lower initial minimum investment than CAEIX: RSLBX (250) vs CAEIX (1000000). RSLBX annual gain was more profitable for investors over the last year : 7.65 vs. CAEIX (2.12). CAEIX return over 5 years is better than : 39.21 vs. RSLBX (11.78).
| CAEIX | RSLBX | CAEIX / RSLBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.789 | 3.192 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 76.6B | 0% |
| Annual Yield % from dividends | 1.11 | 0.15 | 762% |
| Returns for 1 year | 2.12 | 7.65 | 28% |
| Returns for 3 years | -9.64 | -1.76 | 546% |
| Returns for 5 years | 39.21 | 11.78 | 333% |
| Returns for 10 years | 81.66 | 39.24 | 208% |
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