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CAEIX vs RSLFX
CAEIX vs RSLFX Comparison
Open Charts CAEIX vs RSLFX
Calvert Global Energy Solutions I
Price$11.65
Change-$0.08 (-0.68%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5
Price$73.86
Change-$0.36 (-0.49%)
VolumeN/A
CapitalizationN/A
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CAEIX vs RSLFX Comparison Chart
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CAEIX vs. RSLFX commentary
Sep 21, 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 Buy and RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 76.8B vs. CAEIX (153M). CAEIX pays higher dividends than RSLFX: CAEIX (1.11) vs RSLFX (0.87). CAEIX was incepted earlier than RSLFX: CAEIX (17 years) vs RSLFX (22 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 : 20.09 vs. CAEIX (7.57). CAEIX return over 5 years is better than : 66.54 vs. RSLFX (27.47).
| CAEIX | RSLFX | CAEIX / RSLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 0.691 | 6.166 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 76.8B | 0% |
| Annual Yield % from dividends | 1.11 | 0.87 | 127% |
| Returns for 1 year | 7.57 | 20.09 | 38% |
| Returns for 3 years | -10.25 | -21.68 | 47% |
| Returns for 5 years | 66.54 | 27.47 | 242% |
| Returns for 10 years | 72.79 | 49.93 | 146% |