Ad is loading...
Ad is loading...
CAEIX vs RSLEX
CAEIX vs RSLEX Comparison
Open Charts CAEIX vs RSLEX
Calvert Global Energy Solutions I
Price$11.14
Change+$0.08 (+0.72%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R4
Price$70.04
Change+$0.70 (+1.01%)
VolumeN/A
CapitalizationN/A
CAEIX vs RSLEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAEIX vs. RSLEX commentary
Nov 23, 2024
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 RSLEX is a Buy.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 76.3B vs. CAEIX (150M). CAEIX pays higher dividends than RSLEX: CAEIX (1.11) vs RSLEX (0.65). CAEIX was incepted earlier than RSLEX: CAEIX (17 years) vs RSLEX (22 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 : 17.34 vs. CAEIX (5.76). CAEIX return over 5 years is better than : 54.40 vs. RSLEX (21.45).
| CAEIX | RSLEX | CAEIX / RSLEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | -3.717 | 6.671 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 76.3B | 0% |
| Annual Yield % from dividends | 1.11 | 0.65 | 169% |
| Returns for 1 year | 5.76 | 17.34 | 33% |
| Returns for 3 years | -18.18 | -20.24 | 90% |
| Returns for 5 years | 54.40 | 21.45 | 254% |
| Returns for 10 years | 69.12 | 41.42 | 167% |
View a ticker or compare two or three
VS
VS
Ad is loading...