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CGACX vs SCWCX
CGACX vs SCWCX Comparison
Open Charts CGACX vs SCWCX
Calvert Global Energy Solutions C
Price$10.02
Change-$0.05 (-0.50%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$56.72
Change-$0.47 (-0.82%)
VolumeN/A
CapitalizationN/A
CGACX vs SCWCX Comparison Chart
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CGACX vs. SCWCX commentary
Dec 19, 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 CGACX is a Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 77B vs. CGACX (145M). SCWCX pays higher dividends than CGACX: SCWCX (0.08) vs CGACX (0.07). CGACX was incepted earlier than SCWCX: CGACX (17 years) vs SCWCX (24 years). CGACX is a more actively managed with annual turnover of: 42.00 vs. SCWCX (29.00). SCWCX has a lower initial minimum investment than CGACX: SCWCX (250) vs CGACX (1000). SCWCX annual gain was more profitable for investors over the last year : 7.81 vs. CGACX (-3.40). CGACX return over 5 years is better than : 37.92 vs. SCWCX (9.17).
| CGACX | SCWCX | CGACX / SCWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -5.650 | 5.369 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 77B | 0% |
| Annual Yield % from dividends | 0.07 | 0.08 | 86% |
| Returns for 1 year | -3.40 | 7.81 | -44% |
| Returns for 3 years | -17.06 | -10.13 | 168% |
| Returns for 5 years | 37.92 | 9.17 | 413% |
| Returns for 10 years | 63.18 | 23.95 | 264% |