Ad is loading...
CAEIX vs RSLFX
CAEIX vs RSLFX Comparison
Open Charts CAEIX vs RSLFX
Calvert Global Energy Solutions I
Price$10.74
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets133.84M
American Funds SMALLCAP World R5
Price$70.91
Change-$1.61 (-2.22%)
VolumeN/A
Net Assets74.42B
CAEIX vs RSLFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAEIX vs. RSLFX commentary
Feb 23, 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 Hold and RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 74.4B vs. CAEIX (134M). 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 : 1.86 vs. CAEIX (1.17). CAEIX return over 5 years is better than : 34.02 vs. RSLFX (15.10).
| 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 | 1.130 | 0.170 | 667% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 74.4B | 0% |
| Annual Yield % from dividends | 1.11 | 0.87 | 127% |
| Returns for 1 year | 1.17 | 1.86 | 63% |
| Returns for 3 years | -6.43 | 1.92 | -335% |
| Returns for 5 years | 34.02 | 15.10 | 225% |
| Returns for 10 years | 67.52 | 50.27 | 134% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VEA | 51.24 | -0.37 | -0.72% |
| Vanguard FTSE Developed Markets ETF | |||
| DTD | 79.20 | -0.64 | -0.80% |
| WisdomTree US Total Dividend ETF | |||
| PALL | 88.69 | -0.91 | -1.02% |
| abrdn Physical Palladium Shares ETF | |||
| FBOT | 29.30 | -0.42 | -1.41% |
| Fidelity Disruptive Automation ETF | |||
| CCSO | 20.31 | -0.68 | -3.24% |
| Carbon Collective Climate Sol US Eq ETF | |||