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CGAEX vs SCWCX
CGAEX vs SCWCX Comparison
Open Charts CGAEX vs SCWCX
Calvert Global Energy Solutions A
Price$10.51
Change+$0.07 (+0.67%)
VolumeN/A
Net Assets135.33M
American Funds SMALLCAP World C
Price$55.35
Change+$0.24 (+0.44%)
VolumeN/A
Net Assets75.12B
CGAEX vs SCWCX Comparison Chart
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CGAEX vs. SCWCX commentary
Jan 19, 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 CGAEX is a StrongBuy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 75.1B vs. CGAEX (135M). CGAEX pays higher dividends than SCWCX: CGAEX (0.86) vs SCWCX (0.08). CGAEX was incepted earlier than SCWCX: CGAEX (18 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 : 7.02 vs. CGAEX (2.18). CGAEX return over 5 years is better than : 35.18 vs. SCWCX (7.53).
| CGAEX | SCWCX | CGAEX / SCWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 0.574 | 1.244 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 75.1B | 0% |
| Annual Yield % from dividends | 0.86 | 0.08 | 1,019% |
| Returns for 1 year | 2.18 | 7.02 | 31% |
| Returns for 3 years | -14.22 | -6.74 | 211% |
| Returns for 5 years | 35.18 | 7.53 | 467% |
| Returns for 10 years | 77.53 | 36.18 | 214% |