CAEIX
Price
$15.17
Change
+$0.03 (+0.20%)
Updated
Feb 4 closing price
Net Assets
170.79M
SFCWX
Price
$78.69
Change
+$0.09 (+0.11%)
Updated
Feb 4 closing price
Net Assets
82.43B
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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$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets170.79M
American Funds SMALLCAP World F3
Price$78.69
Change+$0.09 (+0.11%)
VolumeN/A
Net Assets82.43B
CAEIX vs SFCWX Comparison Chart in %
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CAEIX vs. SFCWX commentary
Feb 05, 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.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. CAEIX (171M). SFCWX pays higher dividends than CAEIX: SFCWX (1.00) vs CAEIX (0.68). 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 is a more actively managed with annual turnover of: 45.00 vs. SFCWX (41.00). CAEIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. CAEIX annual gain was more profitable for investors over the last year : 45.26 vs. SFCWX (12.72). CAEIX return over 5 years is better than : 17.52 vs. SFCWX (-6.70).
CAEIXSFCWXCAEIX / SFCWX
Total Expense Ratio0.990.65152%
Annual Report Gross Expense Ratio1.240.65191%
Fund Existence19 years9 years-
Gain YTD8.5124.934173%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets171M82.4B0%
Annual Yield % from dividends0.681.0067%
Returns for 1 year45.2612.72356%
Returns for 3 years27.5026.08105%
Returns for 5 years17.52-6.70-262%
Returns for 10 years187.24N/A-
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