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CGAEX vs SCWCX
CGAEX vs SCWCX Comparison
Open Charts CGAEX vs SCWCX
Calvert Global Energy Solutions A
Price$10.55
Change-$0.27 (-2.50%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$55.00
Change-$1.72 (-3.03%)
VolumeN/A
CapitalizationN/A
CGAEX vs SCWCX Comparison Chart
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CGAEX 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 CGAEX is a Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 76.3B vs. CGAEX (145M). 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 : 7.81 vs. CGAEX (-2.65). CGAEX return over 5 years is better than : 43.07 vs. SCWCX (9.17).
| 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 | -4.921 | 5.369 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 76.3B | 0% |
| Annual Yield % from dividends | 0.86 | 0.08 | 1,019% |
| Returns for 1 year | -2.65 | 7.81 | -34% |
| Returns for 3 years | -15.13 | -10.13 | 149% |
| Returns for 5 years | 43.07 | 9.17 | 469% |
| Returns for 10 years | 75.33 | 23.95 | 314% |