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CAEIX vs SFCWX
CAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWX
Calvert Global Energy Solutions I
Price$12.55
Change+$0.14 (+1.13%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
CAEIX vs SFCWX Comparison Chart in %
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CAEIX vs. SFCWX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B 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 (8 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 : 12.97 vs. SFCWX (10.80). CAEIX return over 5 years is better than : 66.75 vs. SFCWX (23.80).
| CAEIX | SFCWX | CAEIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.24 | 0.65 | 191% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 18.173 | 8.805 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.1B | 0% |
| Annual Yield % from dividends | 1.03 | 0.94 | 109% |
| Returns for 1 year | 12.97 | 10.80 | 120% |
| Returns for 3 years | 19.98 | 36.16 | 55% |
| Returns for 5 years | 66.75 | 23.80 | 280% |
| Returns for 10 years | 101.72 | N/A | - |
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