CAEIX
Price
$15.72
Change
-$0.23 (-1.44%)
Updated
Jul 13 closing price
Net Assets
189.9M
SCWFX
Price
$80.68
Change
-$1.22 (-1.49%)
Updated
Jul 13 closing price
Net Assets
94.26B
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CAEIX vs SCWFX

CAEIX vs SCWFX Comparison Chart in %
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CAEIX vs. SCWFX commentary
Jul 14, 2026

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 SCWFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 94.3B vs. CAEIX (190M). CAEIX pays higher dividends than SCWFX: CAEIX (0.62) vs SCWFX (0.54). CAEIX was incepted earlier than SCWFX: CAEIX (19 years) vs SCWFX (25 years). CAEIX (1.23) is less costly to investors than SCWFX (1.07). CAEIX is a more actively managed with annual turnover of: 45.00 vs. SCWFX (41.00). SCWFX has a lower initial minimum investment than CAEIX: SCWFX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 29.26 vs. SCWFX (13.69). CAEIX return over 5 years is better than : 25.33 vs. SCWFX (-4.45).
CAEIXSCWFXCAEIX / SCWFX
Total Expense Ratio0.991.0793%
Annual Report Gross Expense Ratio1.231.07115%
Fund Existence19 years25 years-
Gain YTD14.09211.993117%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets190M94.3B0%
Annual Yield % from dividends0.620.54114%
Returns for 1 year29.2613.69214%
Returns for 3 years31.8029.75107%
Returns for 5 years25.33-4.45-569%
Returns for 10 years185.8886.08216%
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