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CGAEX vs SCWCX
CGAEX vs SCWCX Comparison
Open Charts CGAEX vs SCWCX
Calvert Global Energy Solutions A
Price$11.44
Change-$0.07 (-0.61%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$56.71
Change-$0.28 (-0.49%)
VolumeN/A
CapitalizationN/A
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CGAEX vs SCWCX Comparison Chart
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CGAEX vs. SCWCX commentary
Sep 21, 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 Buy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 76.8B vs. CGAEX (153M). 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 : 14.78 vs. CGAEX (3.70). CGAEX return over 5 years is better than : 62.90 vs. SCWCX (15.49).
| 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 | -0.439 | 4.050 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 76.8B | 0% |
| Annual Yield % from dividends | 0.86 | 0.08 | 1,019% |
| Returns for 1 year | 3.70 | 14.78 | 25% |
| Returns for 3 years | -13.05 | -27.70 | 47% |
| Returns for 5 years | 62.90 | 15.49 | 406% |
| Returns for 10 years | 63.03 | 22.19 | 284% |
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