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CAEIX vs SMCWX
CAEIX vs SMCWX Comparison
Open Charts CAEIX vs SMCWX
Calvert Global Energy Solutions I
Price$11.14
Change+$0.08 (+0.72%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$70.65
Change+$0.71 (+1.02%)
VolumeN/A
CapitalizationN/A
CAEIX vs SMCWX Comparison Chart
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CAEIX vs. SMCWX commentary
Nov 23, 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 StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. CAEIX (150M). CAEIX pays higher dividends than SMCWX: CAEIX (1.11) vs SMCWX (0.61). CAEIX was incepted earlier than SMCWX: CAEIX (17 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 : 17.32 vs. CAEIX (5.76). CAEIX return over 5 years is better than : 54.40 vs. SMCWX (21.45).
| CAEIX | SMCWX | CAEIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 35 years | - |
| Gain YTD | -3.717 | 6.642 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 76.3B | 0% |
| Annual Yield % from dividends | 1.11 | 0.61 | 180% |
| Returns for 1 year | 5.76 | 17.32 | 33% |
| Returns for 3 years | -18.18 | -20.25 | 90% |
| Returns for 5 years | 54.40 | 21.45 | 254% |
| Returns for 10 years | 69.12 | 41.63 | 166% |
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