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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-$0.09 (-0.83%)
VolumeN/A
Net Assets135.33M
American Funds SMALLCAP World C
Price$56.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets76.58B
CAEIX vs SCWCX Comparison Chart
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CAEIX vs. SCWCX commentary
Jan 24, 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 StrongBuy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 76.6B vs. CAEIX (135M). 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 : 7.61 vs. CAEIX (2.12). CAEIX return over 5 years is better than : 39.21 vs. SCWCX (11.10).
| 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 | 1.789 | 3.183 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 76.6B | 0% |
| Annual Yield % from dividends | 1.11 | 0.08 | 1,312% |
| Returns for 1 year | 2.12 | 7.61 | 28% |
| Returns for 3 years | -9.64 | -1.84 | 523% |
| Returns for 5 years | 39.21 | 11.10 | 353% |
| Returns for 10 years | 81.66 | 36.97 | 221% |