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CAEIX vs SFCWX
CAEIX vs SFCWX Comparison
Open Charts CAEIX vs SFCWX
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.
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).
| 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 | 8.512 | 4.934 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 82.4B | 0% |
| Annual Yield % from dividends | 0.68 | 1.00 | 67% |
| Returns for 1 year | 45.26 | 12.72 | 356% |
| Returns for 3 years | 27.50 | 26.08 | 105% |
| Returns for 5 years | 17.52 | -6.70 | -262% |
| Returns for 10 years | 187.24 | N/A | - |
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