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CAEIX vs RSLFX
CAEIX vs RSLFX Comparison
Open Charts CAEIX vs RSLFX
Calvert Global Energy Solutions I
Price$10.72
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets135.33M
American Funds SMALLCAP World R5
Price$73.10
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets76.58B
CAEIX vs RSLFX Comparison Chart
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CAEIX vs. RSLFX commentary
Jan 24, 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 StrongBuy and RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 76.6B vs. CAEIX (135M). CAEIX pays higher dividends than RSLFX: CAEIX (1.11) vs RSLFX (0.87). CAEIX was incepted earlier than RSLFX: CAEIX (18 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 : 8.77 vs. CAEIX (2.12). CAEIX return over 5 years is better than : 39.21 vs. RSLFX (20.07).
| CAEIX | RSLFX | CAEIX / RSLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.789 | 3.263 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 76.6B | 0% |
| Annual Yield % from dividends | 1.11 | 0.87 | 127% |
| Returns for 1 year | 2.12 | 8.77 | 24% |
| Returns for 3 years | -9.64 | 1.16 | -834% |
| Returns for 5 years | 39.21 | 20.07 | 195% |
| Returns for 10 years | 81.66 | 61.39 | 133% |
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