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CAEIX vs SCWCX
CAEIX vs SCWCX Comparison
Open Charts CAEIX vs SCWCX
Calvert Global Energy Solutions I
Price$10.72
Change+$0.06 (+0.56%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$55.11
Change+$0.31 (+0.57%)
VolumeN/A
CapitalizationN/A
CAEIX vs SCWCX Comparison Chart
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CAEIX vs. SCWCX 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 SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 73.6B vs. CAEIX (145M). CAEIX pays higher dividends than SCWCX: CAEIX (1.11) vs SCWCX (0.08). CAEIX was incepted earlier than SCWCX: CAEIX (18 years) vs SCWCX (24 years). CAEIX is a more actively managed with annual turnover of: 42.00 vs. SCWCX (29.00). SCWCX has a lower initial minimum investment than CAEIX: SCWCX (250) vs CAEIX (1000000). SCWCX annual gain was more profitable for investors over the last year : 3.51 vs. CAEIX (-5.56). CAEIX return over 5 years is better than : 41.64 vs. SCWCX (5.69).
| CAEIX | SCWCX | CAEIX / SCWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -6.784 | 2.378 | -285% |
| 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 | 0.08 | 1,312% |
| Returns for 1 year | -5.56 | 3.51 | -158% |
| Returns for 3 years | -16.63 | -13.69 | 121% |
| Returns for 5 years | 41.64 | 5.69 | 732% |
| Returns for 10 years | 75.15 | 20.72 | 363% |
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