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CAEIX vs RSLDX
CAEIX vs RSLDX Comparison
Open Charts CAEIX vs RSLDX
Calvert Global Energy Solutions I
Price$12.09
Change+$0.15 (+1.26%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World R5E
Price$72.75
Change+$0.93 (+1.29%)
VolumeN/A
Net Assets76.91B
CAEIX vs RSLDX Comparison Chart in %
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CAEIX vs. RSLDX commentary
Jun 27, 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 RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 76.9B vs. CAEIX (134M). CAEIX pays higher dividends than RSLDX: CAEIX (1.08) vs RSLDX (0.82). CAEIX was incepted earlier than RSLDX: CAEIX (18 years) vs RSLDX (10 years). CAEIX (1.24) is less costly to investors than RSLDX (0.80). CAEIX is a more actively managed with annual turnover of: 41.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than CAEIX: RSLDX (250) vs CAEIX (1000000). RSLDX annual gain was more profitable for investors over the last year : 9.54 vs. CAEIX (8.44). CAEIX return over 5 years is better than : 65.81 vs. RSLDX (24.56).
| CAEIX | RSLDX | CAEIX / RSLDX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.24 | 0.80 | 155% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 12.429 | 6.878 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 76.9B | 0% |
| Annual Yield % from dividends | 1.08 | 0.82 | 131% |
| Returns for 1 year | 8.44 | 9.54 | 88% |
| Returns for 3 years | 10.36 | 30.14 | 34% |
| Returns for 5 years | 65.81 | 24.56 | 268% |
| Returns for 10 years | 87.56 | N/A | - |
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