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CAEIX vs RSLFX
CAEIX vs RSLFX Comparison
Open Charts CAEIX vs RSLFX
Calvert Global Energy Solutions I
Price$11.14
Change+$0.08 (+0.72%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5
Price$74.41
Change+$0.75 (+1.02%)
VolumeN/A
CapitalizationN/A
CAEIX vs RSLFX Comparison Chart
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CAEIX vs. RSLFX 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 RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 76.3B vs. CAEIX (150M). CAEIX pays higher dividends than RSLFX: CAEIX (1.11) vs RSLFX (0.87). CAEIX was incepted earlier than RSLFX: CAEIX (17 years) vs RSLFX (23 years). CAEIX is a more actively managed with annual turnover of: 42.00 vs. RSLFX (29.00). RSLFX has a lower initial minimum investment than CAEIX: RSLFX (250) vs CAEIX (1000000). RSLFX annual gain was more profitable for investors over the last year : 17.71 vs. CAEIX (5.76). CAEIX return over 5 years is better than : 54.40 vs. RSLFX (23.90).
| CAEIX | RSLFX | CAEIX / RSLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -3.717 | 6.957 | -53% |
| 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 | 0.87 | 127% |
| Returns for 1 year | 5.76 | 17.71 | 33% |
| Returns for 3 years | -18.18 | -19.33 | 94% |
| Returns for 5 years | 54.40 | 23.90 | 228% |
| Returns for 10 years | 69.12 | 47.35 | 146% |