Ad is loading...
CAEIX vs SMCWX
CAEIX vs SMCWX Comparison
Open Charts CAEIX vs SMCWX
Calvert Global Energy Solutions I
Price$10.72
Change+$0.06 (+0.56%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$67.91
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
CAEIX vs SMCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAEIX vs. SMCWX commentary
Dec 24, 2024
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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 73.6B vs. CAEIX (145M). CAEIX pays higher dividends than SMCWX: CAEIX (1.11) vs SMCWX (0.61). CAEIX was incepted earlier than SMCWX: CAEIX (18 years) vs SMCWX (35 years). CAEIX is a more actively managed with annual turnover of: 42.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than CAEIX: SMCWX (250) vs CAEIX (1000000). SMCWX annual gain was more profitable for investors over the last year : 4.27 vs. CAEIX (-5.56). CAEIX return over 5 years is better than : 41.64 vs. SMCWX (12.92).
| CAEIX | SMCWX | CAEIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 35 years | - |
| Gain YTD | -6.784 | 3.117 | -218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 73.6B | 0% |
| Annual Yield % from dividends | 1.11 | 0.61 | 180% |
| Returns for 1 year | -5.56 | 4.27 | -130% |
| Returns for 3 years | -16.63 | -11.74 | 142% |
| Returns for 5 years | 41.64 | 12.92 | 322% |
| Returns for 10 years | 75.15 | 38.25 | 197% |