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CAEIX vs SFCWX
CAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWX
Calvert Global Energy Solutions I
Price$11.75
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World F3
Price$71.56
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets75.3B
CAEIX vs SFCWX Comparison Chart
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CAEIX vs. SFCWX commentary
Jun 07, 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 Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. CAEIX (134M). CAEIX pays higher dividends than SFCWX: CAEIX (1.08) vs SFCWX (0.96). CAEIX was incepted earlier than SFCWX: CAEIX (18 years) vs SFCWX (8 years). CAEIX (1.24) is less costly to investors than SFCWX (0.65). CAEIX is a more actively managed with annual turnover of: 41.00 vs. SFCWX (32.00). CAEIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 5.16 vs. CAEIX (0.74). CAEIX return over 5 years is better than : 53.30 vs. SFCWX (19.96).
| CAEIX | SFCWX | CAEIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.24 | 0.65 | 191% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 9.887 | 3.906 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 75.3B | 0% |
| Annual Yield % from dividends | 1.08 | 0.96 | 113% |
| Returns for 1 year | 0.74 | 5.16 | 14% |
| Returns for 3 years | -0.59 | 17.81 | -3% |
| Returns for 5 years | 53.30 | 19.96 | 267% |
| Returns for 10 years | 79.00 | N/A | - |
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