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CAEIX vs SFCWX
CAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWX
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.
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).
| 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 | 21.940 | 9.778 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.8B | 0% |
| Annual Yield % from dividends | 1.03 | 0.94 | 109% |
| Returns for 1 year | 17.19 | 10.24 | 168% |
| Returns for 3 years | 20.46 | 33.82 | 60% |
| Returns for 5 years | 57.64 | 21.81 | 264% |
| Returns for 10 years | 115.98 | N/A | - |
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