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CAEIX vs SMCWX
CAEIX vs SMCWX Comparison
Open Charts CAEIX vs SMCWX
Calvert Global Energy Solutions I
Price$13.45
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World A
Price$74.58
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets80.43B
CAEIX vs SMCWX Comparison Chart in %
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CAEIX vs. SMCWX 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.4B vs. CAEIX (151M). CAEIX pays higher dividends than SMCWX: CAEIX (0.95) vs SMCWX (0.57). CAEIX was incepted earlier than SMCWX: CAEIX (18 years) vs SMCWX (35 years). CAEIX (1.24) is less costly to investors than SMCWX (1.04). CAEIX is a more actively managed with annual turnover of: 41.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than CAEIX: SMCWX (250) vs CAEIX (1000000). CAEIX annual gain was more profitable for investors over the last year : 13.21 vs. SMCWX (5.79). CAEIX return over 5 years is better than : 51.39 vs. SMCWX (16.45).
| CAEIX | SMCWX | CAEIX / SMCWX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.24 | 1.04 | 119% |
| Fund Existence | 18 years | 35 years | - |
| Gain YTD | 26.648 | 10.707 | 249% |
| Front Load | N/A | 6% | - |
| 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 | 0.57 | 166% |
| Returns for 1 year | 13.21 | 5.79 | 228% |
| Returns for 3 years | 36.29 | 45.43 | 80% |
| Returns for 5 years | 51.39 | 16.45 | 312% |
| Returns for 10 years | 160.40 | 71.06 | 226% |
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