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CAEIX vs SFCWX
CAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWX
Calvert Global Energy Solutions I
Price$10.61
Change+$0.23 (+2.22%)
VolumeN/A
Net Assets125.96M
American Funds SMALLCAP World F3
Price$65.07
Change+$1.14 (+1.78%)
VolumeN/A
Net Assets67.94B
CAEIX vs SFCWX Comparison Chart
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CAEIX vs. SFCWX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 67.9B vs. CAEIX (126M). CAEIX pays higher dividends than SFCWX: CAEIX (1.20) vs SFCWX (1.04). 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 : -1.46 vs. CAEIX (-2.69). CAEIX return over 5 years is better than : 65.33 vs. SFCWX (30.56).
| 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 | -2.637 | -5.518 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 67.9B | 0% |
| Annual Yield % from dividends | 1.20 | 1.04 | 115% |
| Returns for 1 year | -2.69 | -1.46 | 183% |
| Returns for 3 years | -9.53 | 2.37 | -403% |
| Returns for 5 years | 65.33 | 30.56 | 214% |
| Returns for 10 years | 51.47 | N/A | - |
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