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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 03, 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 Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 94.3B vs. CAEIX (190M). 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 : 24.58 vs. SFCWX (13.30). CAEIX return over 5 years is better than : 20.71 vs. SFCWX (-5.06).
| 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 | 11.373 | 10.588 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 94.3B | 0% |
| Annual Yield % from dividends | 0.65 | 0.92 | 71% |
| Returns for 1 year | 24.58 | 13.30 | 185% |
| Returns for 3 years | 29.08 | 29.10 | 100% |
| Returns for 5 years | 20.71 | -5.06 | -409% |
| Returns for 10 years | 179.07 | N/A | - |
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