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CAEIX vs SCWCX
CAEIX vs SCWCX Comparison
Open Charts CAEIX vs SCWCX
Calvert Global Energy Solutions I
Price$11.14
Change+$0.08 (+0.72%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$57.02
Change+$0.57 (+1.01%)
VolumeN/A
CapitalizationN/A
CAEIX vs SCWCX Comparison Chart
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CAEIX vs. SCWCX commentary
Nov 23, 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 StrongBuy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 76.3B vs. CAEIX (150M). CAEIX pays higher dividends than SCWCX: CAEIX (1.11) vs SCWCX (0.08). CAEIX was incepted earlier than SCWCX: CAEIX (17 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 : 16.42 vs. CAEIX (5.76). CAEIX return over 5 years is better than : 54.40 vs. SCWCX (13.66).
| CAEIX | SCWCX | CAEIX / SCWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -3.717 | 5.926 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 76.3B | 0% |
| Annual Yield % from dividends | 1.11 | 0.08 | 1,312% |
| Returns for 1 year | 5.76 | 16.42 | 35% |
| Returns for 3 years | -18.18 | -23.49 | 77% |
| Returns for 5 years | 54.40 | 13.66 | 398% |
| Returns for 10 years | 69.12 | 23.66 | 292% |