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CAEIX vs SCWCX
CAEIX vs SCWCX Comparison
Open Charts CAEIX vs SCWCX
Calvert Global Energy Solutions I
Price$11.65
Change-$0.08 (-0.68%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$56.71
Change-$0.28 (-0.49%)
VolumeN/A
CapitalizationN/A
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CAEIX vs SCWCX Comparison Chart
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CAEIX vs. SCWCX commentary
Sep 21, 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 Buy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 76.8B vs. CAEIX (153M). 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 : 18.82 vs. CAEIX (7.57). CAEIX return over 5 years is better than : 66.54 vs. SCWCX (16.94).
| 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 | 0.691 | 5.350 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 76.8B | 0% |
| Annual Yield % from dividends | 1.11 | 0.08 | 1,312% |
| Returns for 1 year | 7.57 | 18.82 | 40% |
| Returns for 3 years | -10.25 | -25.70 | 40% |
| Returns for 5 years | 66.54 | 16.94 | 393% |
| Returns for 10 years | 72.79 | 25.85 | 282% |
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