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CAEIX vs SCWCX
CAEIX vs SCWCX Comparison
Open Charts CAEIX vs SCWCX
Calvert Global Energy Solutions I
Price$10.74
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets133.84M
American Funds SMALLCAP World C
Price$54.68
Change-$1.24 (-2.22%)
VolumeN/A
Net Assets74.42B
CAEIX vs SCWCX Comparison Chart
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CAEIX vs. SCWCX commentary
Feb 23, 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 Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 74.4B vs. CAEIX (134M). 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). CAEIX annual gain was more profitable for investors over the last year : 1.17 vs. SCWCX (0.77). CAEIX return over 5 years is better than : 34.02 vs. SCWCX (6.50).
| 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 | 1.130 | 0.018 | 6,176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 74.4B | 0% |
| Annual Yield % from dividends | 1.11 | 0.08 | 1,312% |
| Returns for 1 year | 1.17 | 0.77 | 152% |
| Returns for 3 years | -6.43 | -1.07 | 601% |
| Returns for 5 years | 34.02 | 6.50 | 524% |
| Returns for 10 years | 67.52 | 27.54 | 245% |
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