CAEIX
Price
$12.55
Change
+$0.14 (+1.13%)
Updated
Jul 3 closing price
Net Assets
139.16M
SFCWX
Price
$74.91
Change
+$0.44 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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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$12.55
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.

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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).
CAEIXSFCWXCAEIX / SFCWX
Total Expense Ratio0.990.65152%
Annual Report Gross Expense Ratio1.240.65191%
Fund Existence18 years8 years-
Gain YTD18.1738.805206%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets139M79.1B0%
Annual Yield % from dividends1.030.94109%
Returns for 1 year12.9710.80120%
Returns for 3 years19.9836.1655%
Returns for 5 years66.7523.80280%
Returns for 10 years101.72N/A-
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