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CAEIX vs SFCWX
CAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWX
Calvert Global Energy Solutions I
Price$13.45
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World F3
Price$76.43
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets80.43B
CAEIX vs SFCWX Comparison Chart in %
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CAEIX vs. SFCWX commentary
Sep 28, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.4B vs. CAEIX (151M). CAEIX (0.95) and SFCWX (0.91) have matching dividends . 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 : 13.21 vs. SFCWX (6.19). CAEIX return over 5 years is better than : 51.39 vs. SFCWX (18.50).
| 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 | 9 years | - |
| Gain YTD | 26.648 | 11.013 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 80.4B | 0% |
| Annual Yield % from dividends | 0.95 | 0.91 | 104% |
| Returns for 1 year | 13.21 | 6.19 | 213% |
| Returns for 3 years | 36.29 | 46.65 | 78% |
| Returns for 5 years | 51.39 | 18.50 | 278% |
| Returns for 10 years | 160.40 | N/A | - |
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