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CGACX vs SFCWX
CGACX vs SFCWX Comparison
Open Charts CGACX vs SFCWX
Calvert Global Energy Solutions C
Price$10.86
Change-$0.10 (-0.91%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets76.67B
CGACX vs SFCWX Comparison Chart
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CGACX vs. SFCWX commentary
Jun 14, 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: 76.7B vs. CGACX (134M). SFCWX pays higher dividends than CGACX: SFCWX (0.96) vs CGACX (0.06). 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). SFCWX annual gain was more profitable for investors over the last year : 5.16 vs. CGACX (3.59). CGACX return over 5 years is better than : 56.46 vs. SFCWX (24.19).
| 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 | 11.270 | 3.557 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 76.7B | 0% |
| Annual Yield % from dividends | 0.06 | 0.96 | 6% |
| Returns for 1 year | 3.59 | 5.16 | 70% |
| Returns for 3 years | 9.29 | 31.15 | 30% |
| Returns for 5 years | 56.46 | 24.19 | 233% |
| Returns for 10 years | 63.84 | N/A | - |
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