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CAEIX vs RSLDX
CAEIX vs RSLDX Comparison
Open Charts CAEIX vs RSLDX
Calvert Global Energy Solutions I
Price$12.72
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets144.49M
American Funds SMALLCAP World R5E
Price$73.69
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
CAEIX vs RSLDX Comparison Chart in %
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CAEIX vs. RSLDX commentary
Aug 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 Hold and RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.1B vs. CAEIX (144M). CAEIX pays higher dividends than RSLDX: CAEIX (0.99) vs RSLDX (0.81). 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). CAEIX annual gain was more profitable for investors over the last year : 19.34 vs. RSLDX (14.18). CAEIX return over 5 years is better than : 44.91 vs. RSLDX (14.82).
| 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 | 19.397 | 8.259 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 79.1B | 0% |
| Annual Yield % from dividends | 0.99 | 0.81 | 122% |
| Returns for 1 year | 19.34 | 14.18 | 136% |
| Returns for 3 years | 9.00 | 24.14 | 37% |
| Returns for 5 years | 44.91 | 14.82 | 303% |
| Returns for 10 years | 112.44 | N/A | - |
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