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CGAEX vs SCWCX
CGAEX vs SCWCX Comparison
Open Charts CGAEX vs SCWCX
Calvert Global Energy Solutions A
Price$10.84
Change-$0.03 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$55.47
Change-$0.69 (-1.23%)
VolumeN/A
CapitalizationN/A
CGAEX vs SCWCX Comparison Chart
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CGAEX vs. SCWCX commentary
Nov 18, 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 CGAEX is a StrongBuy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 74.7B vs. CGAEX (150M). CGAEX pays higher dividends than SCWCX: CGAEX (0.86) vs SCWCX (0.08). CGAEX was incepted earlier than SCWCX: CGAEX (17 years) vs SCWCX (24 years). CGAEX is a more actively managed with annual turnover of: 42.00 vs. SCWCX (29.00). SCWCX has a lower initial minimum investment than CGAEX: SCWCX (250) vs CGAEX (1000). SCWCX annual gain was more profitable for investors over the last year : 15.09 vs. CGAEX (5.02). CGAEX return over 5 years is better than : 49.82 vs. SCWCX (11.28).
| CGAEX | SCWCX | CGAEX / 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 | -4.745 | 3.047 | -156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 74.7B | 0% |
| Annual Yield % from dividends | 0.86 | 0.08 | 1,019% |
| Returns for 1 year | 5.02 | 15.09 | 33% |
| Returns for 3 years | -20.87 | -28.88 | 72% |
| Returns for 5 years | 49.82 | 11.28 | 442% |
| Returns for 10 years | 66.78 | 21.54 | 310% |
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