Interact to see
Advertisement
Advertisement
CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
CAEIX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAEIX vs. FSWFX commentary
Sep 12, 2026
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 FSWFX is a Buy.
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 91.4B vs. CAEIX (182M). FSWFX pays higher dividends than CAEIX: FSWFX (0.82) vs CAEIX (0.64). CAEIX was incepted earlier than FSWFX: CAEIX (19 years) vs FSWFX (6 years). CAEIX (1.23) is less costly to investors than FSWFX (0.76). CAEIX is a more actively managed with annual turnover of: 45.00 vs. FSWFX (41.00). FSWFX has a lower initial minimum investment than CAEIX: FSWFX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 16.35 vs. FSWFX (9.28). CAEIX return over 5 years is better than : 18.75 vs. FSWFX (-8.01).
| CAEIX | FSWFX | CAEIX / FSWFX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 10.300 | 12.495 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 91.4B | 0% |
| Annual Yield % from dividends | 0.64 | 0.82 | 78% |
| Returns for 1 year | 16.35 | 9.28 | 176% |
| Returns for 3 years | 40.49 | 38.59 | 105% |
| Returns for 5 years | 18.75 | -8.01 | -234% |
| Returns for 10 years | 175.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers