CAEIX
Price
$12.95
Change
+$0.06 (+0.47%)
Updated
Jul 25 closing price
Net Assets
139.16M
SFCWX
Price
$75.58
Change
+$0.38 (+0.51%)
Updated
Jul 25 closing price
Net Assets
79.78B
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CAEIX vs SFCWX

Header iconCAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWXBanner chart's image
Calvert Global Energy Solutions I
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
CAEIX vs SFCWX Comparison Chart in %
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CAEIX vs. SFCWX commentary
Jul 27, 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 CAEIX is a Buy and SFCWX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.8B vs. CAEIX (139M). CAEIX pays higher dividends than SFCWX: CAEIX (1.03) vs SFCWX (0.94). CAEIX was incepted earlier than SFCWX: CAEIX (18 years) vs SFCWX (9 years). CAEIX (1.24) is less costly to investors than SFCWX (0.65). CAEIX is a more actively managed with annual turnover of: 41.00 vs. SFCWX (32.00). CAEIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. CAEIX annual gain was more profitable for investors over the last year : 17.19 vs. SFCWX (10.24). CAEIX return over 5 years is better than : 57.64 vs. SFCWX (21.81).
CAEIXSFCWXCAEIX / SFCWX
Total Expense Ratio0.990.65152%
Annual Report Gross Expense Ratio1.240.65191%
Fund Existence18 years9 years-
Gain YTD21.9409.778224%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets139M79.8B0%
Annual Yield % from dividends1.030.94109%
Returns for 1 year17.1910.24168%
Returns for 3 years20.4633.8260%
Returns for 5 years57.6421.81264%
Returns for 10 years115.98N/A-
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