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CAEIX vs FSWFX
CAEIX vs FSWFX Comparison
Open Charts CAEIX vs FSWFX
CAEIX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 91.5B vs. CAEIX (196M). FSWFX pays higher dividends than CAEIX: FSWFX (0.85) vs CAEIX (0.59). 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 : 41.58 vs. FSWFX (20.44). CAEIX return over 5 years is better than : 30.60 vs. FSWFX (-2.59).
| 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 | 18.526 | 14.412 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 91.5B | 0% |
| Annual Yield % from dividends | 0.59 | 0.85 | 70% |
| Returns for 1 year | 41.58 | 20.44 | 203% |
| Returns for 3 years | 44.82 | 40.81 | 110% |
| Returns for 5 years | 30.60 | -2.59 | -1,183% |
| Returns for 10 years | 214.29 | N/A | - |
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