Ad is loading...
CAEIX vs SCWCX
CAEIX vs SCWCX Comparison
Open Charts CAEIX vs SCWCX
Calvert Global Energy Solutions I
Price$9.95
Change+$0.63 (+6.76%)
VolumeN/A
Net Assets125.96M
American Funds SMALLCAP World C
Price$49.10
Change+$3.23 (+7.04%)
VolumeN/A
Net Assets61.55B
CAEIX vs SCWCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAEIX vs. SCWCX commentary
Apr 11, 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 Buy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 61.6B vs. CAEIX (126M). CAEIX pays higher dividends than SCWCX: CAEIX (1.20) vs SCWCX (0.00). CAEIX was incepted earlier than SCWCX: CAEIX (18 years) vs SCWCX (24 years). SCWCX (1.78) is less costly to investors than CAEIX (1.24). CAEIX is a more actively managed with annual turnover of: 41.00 vs. SCWCX (32.00). SCWCX has a lower initial minimum investment than CAEIX: SCWCX (250) vs CAEIX (1000000). CAEIX (-16.18) and SCWCX (-16.95) have marching annual gain over last year. CAEIX return over 5 years is better than : 49.93 vs. SCWCX (12.11).
| CAEIX | SCWCX | CAEIX / SCWCX | |
| Total Expense Ratio | 0.99 | 1.78 | 56% |
| Annual Report Gross Expense Ratio | 1.24 | 1.78 | 70% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -12.241 | -16.097 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 61.6B | 0% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -16.18 | -16.95 | 95% |
| Returns for 3 years | -22.22 | -15.00 | 148% |
| Returns for 5 years | 49.93 | 12.11 | 412% |
| Returns for 10 years | 38.91 | 3.05 | 1,274% |
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 % |
| TSLR | 15.63 | 4.87 | +45.26% |
| GraniteShares 2x Long TSLA Daily ETF | |||
| IWM | 189.68 | 14.86 | +8.50% |
| iShares Russell 2000 ETF | |||
| PXH | 20.16 | 1.36 | +7.23% |
| Invesco RAFI Emerging Markets ETF | |||
| MHN | 9.91 | 0.20 | +2.06% |
| Blackrock Muniholdings NEW York Quality Fund | |||
| TFJL | 20.59 | -0.01 | -0.05% |
| Innovator 20 Year Treasury Bond 5 Floor ETF | |||