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CAEIX vs RSLEX
CAEIX vs RSLEX Comparison
Open Charts CAEIX vs RSLEX
Calvert Global Energy Solutions I
Price$10.74
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets133.84M
American Funds SMALLCAP World R4
Price$66.87
Change-$1.52 (-2.22%)
VolumeN/A
Net Assets74.42B
CAEIX vs RSLEX Comparison Chart
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CAEIX vs. RSLEX commentary
Feb 23, 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 RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 74.4B vs. CAEIX (134M). CAEIX pays higher dividends than RSLEX: CAEIX (1.11) vs RSLEX (0.65). CAEIX was incepted earlier than RSLEX: CAEIX (18 years) vs RSLEX (23 years). CAEIX is a more actively managed with annual turnover of: 42.00 vs. RSLEX (29.00). RSLEX has a lower initial minimum investment than CAEIX: RSLEX (250) vs CAEIX (1000000). RSLEX annual gain was more profitable for investors over the last year : 1.55 vs. CAEIX (1.17). CAEIX return over 5 years is better than : 34.02 vs. RSLEX (13.02).
| CAEIX | RSLEX | CAEIX / RSLEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.130 | 0.120 | 943% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 74.4B | 0% |
| Annual Yield % from dividends | 1.11 | 0.65 | 169% |
| Returns for 1 year | 1.17 | 1.55 | 76% |
| Returns for 3 years | -6.43 | 1.26 | -509% |
| Returns for 5 years | 34.02 | 13.02 | 261% |
| Returns for 10 years | 67.52 | 44.57 | 152% |
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