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CGACX vs SFCWX
CGACX vs SFCWX Comparison
Open Charts CGACX vs SFCWX
Calvert Global Energy Solutions C
Price$11.47
Change+$0.13 (+1.15%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
CGACX vs SFCWX Comparison Chart in %
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CGACX vs. SFCWX commentary
Jul 05, 2025
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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. CGACX (139M). SFCWX pays higher dividends than CGACX: SFCWX (0.94) vs CGACX (0.05). CGACX was incepted earlier than SFCWX: CGACX (18 years) vs SFCWX (8 years). CGACX (2.24) is less costly to investors than SFCWX (0.65). CGACX is a more actively managed with annual turnover of: 41.00 vs. SFCWX (32.00). CGACX has a lower initial minimum investment than SFCWX: CGACX (1000) vs SFCWX (1000000). CGACX annual gain was more profitable for investors over the last year : 11.86 vs. SFCWX (10.80). CGACX return over 5 years is better than : 58.64 vs. SFCWX (23.80).
| CGACX | SFCWX | CGACX / SFCWX | |
| Total Expense Ratio | 1.99 | 0.65 | 306% |
| Annual Report Gross Expense Ratio | 2.24 | 0.65 | 345% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 17.520 | 8.805 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.1B | 0% |
| Annual Yield % from dividends | 0.05 | 0.94 | 6% |
| Returns for 1 year | 11.86 | 10.80 | 110% |
| Returns for 3 years | 16.37 | 36.16 | 45% |
| Returns for 5 years | 58.64 | 23.80 | 246% |
| Returns for 10 years | 82.80 | N/A | - |
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