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CAEIX vs RSLDX
CAEIX vs RSLDX Comparison
Open Charts CAEIX vs RSLDX
Calvert Global Energy Solutions I
Price$13.96
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets155.24M
American Funds SMALLCAP World R5E
Price$75.57
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
CAEIX vs RSLDX Comparison Chart in %
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CAEIX vs. RSLDX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.1B vs. CAEIX (155M). CAEIX pays higher dividends than RSLDX: CAEIX (0.92) vs RSLDX (0.78). 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 : 21.63 vs. RSLDX (6.85). CAEIX return over 5 years is better than : 42.16 vs. RSLDX (9.74).
| 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 | 32.109 | 11.242 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 81.1B | 0% |
| Annual Yield % from dividends | 0.92 | 0.78 | 118% |
| Returns for 1 year | 21.63 | 6.85 | 316% |
| Returns for 3 years | 42.73 | 41.94 | 102% |
| Returns for 5 years | 42.16 | 9.74 | 433% |
| Returns for 10 years | 139.77 | N/A | - |
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