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CAEIX vs SFCWX
CAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWX
CAEIX vs SFCWX Comparison Chart in %
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CAEIX vs. SFCWX commentary
Aug 23, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 89B vs. CAEIX (181M). SFCWX pays higher dividends than CAEIX: SFCWX (0.92) vs CAEIX (0.65). CAEIX was incepted earlier than SFCWX: CAEIX (19 years) vs SFCWX (10 years). CAEIX (1.23) is less costly to investors than SFCWX (0.65). CAEIX is a more actively managed with annual turnover of: 45.00 vs. SFCWX (41.00). CAEIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. CAEIX annual gain was more profitable for investors over the last year : 23.31 vs. SFCWX (15.74). CAEIX return over 5 years is better than : 24.28 vs. SFCWX (-0.82).
| CAEIX | SFCWX | CAEIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.23 | 0.65 | 189% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 13.305 | 14.869 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 89B | 0% |
| Annual Yield % from dividends | 0.65 | 0.92 | 71% |
| Returns for 1 year | 23.31 | 15.74 | 148% |
| Returns for 3 years | 44.96 | 42.31 | 106% |
| Returns for 5 years | 24.28 | -0.82 | -2,957% |
| Returns for 10 years | 179.84 | N/A | - |
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