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CAEIX vs SMCFX
CAEIX vs SMCFX Comparison
Open Charts CAEIX vs SMCFX
Calvert Global Energy Solutions I
Price$13.45
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World F2
Price$76.90
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.43B
CAEIX vs SMCFX Comparison Chart in %
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CAEIX vs. SMCFX 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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.4B vs. CAEIX (151M). CAEIX pays higher dividends than SMCFX: CAEIX (0.95) vs SMCFX (0.81). CAEIX was incepted earlier than SMCFX: CAEIX (18 years) vs SMCFX (17 years). CAEIX (1.24) is less costly to investors than SMCFX (0.76). CAEIX is a more actively managed with annual turnover of: 41.00 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than CAEIX: SMCFX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 13.21 vs. SMCFX (6.06). CAEIX return over 5 years is better than : 51.39 vs. SMCFX (18.07).
| CAEIX | SMCFX | CAEIX / SMCFX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 26.648 | 10.910 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 80.4B | 0% |
| Annual Yield % from dividends | 0.95 | 0.81 | 118% |
| Returns for 1 year | 13.21 | 6.06 | 218% |
| Returns for 3 years | 36.29 | 46.32 | 78% |
| Returns for 5 years | 51.39 | 18.07 | 284% |
| Returns for 10 years | 160.40 | 75.84 | 212% |
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