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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+$0.06 (+0.56%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5
Price$71.33
Change-$0.23 (-0.32%)
VolumeN/A
CapitalizationN/A
CAEIX vs RSLFX Comparison Chart
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CAEIX vs. RSLFX commentary
Dec 24, 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 Hold and RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 73.6B vs. CAEIX (145M). 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 : 4.61 vs. CAEIX (-5.56). CAEIX return over 5 years is better than : 41.64 vs. RSLFX (15.19).
| 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 | -6.784 | 3.440 | -197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 73.6B | 0% |
| Annual Yield % from dividends | 1.11 | 0.87 | 127% |
| Returns for 1 year | -5.56 | 4.61 | -121% |
| Returns for 3 years | -16.63 | -11.09 | 150% |
| Returns for 5 years | 41.64 | 15.19 | 274% |
| Returns for 10 years | 75.15 | 43.77 | 172% |