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CAEIX vs SFCWX
CAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWX
Calvert Global Energy Solutions I
Price$14.46
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets159.95M
American Funds SMALLCAP World F3
Price$78.16
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
CAEIX vs SFCWX Comparison Chart in %
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CAEIX vs. SFCWX commentary
Jan 16, 2026
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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. CAEIX (160M). SFCWX pays higher dividends than CAEIX: SFCWX (1.04) vs CAEIX (0.72). CAEIX was incepted earlier than SFCWX: CAEIX (19 years) vs SFCWX (9 years). CAEIX (1.24) is less costly to investors than SFCWX (0.65). CAEIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. CAEIX annual gain was more profitable for investors over the last year : 39.52 vs. SFCWX (16.13). CAEIX return over 5 years is better than : 12.86 vs. SFCWX (-2.99).
| CAEIX | SFCWX | CAEIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.24 | 0.65 | 191% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 3.433 | 4.227 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 82.4B | 0% |
| Annual Yield % from dividends | 0.72 | 1.04 | 69% |
| Returns for 1 year | 39.52 | 16.13 | 245% |
| Returns for 3 years | 24.58 | 31.19 | 79% |
| Returns for 5 years | 12.86 | -2.99 | -431% |
| Returns for 10 years | 183.49 | N/A | - |
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