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CGACX vs SFCWX
CGACX vs SFCWX Comparison
Open Charts CGACX vs SFCWX
Calvert Global Energy Solutions C
Price$12.77
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets161.16M
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
CGACX vs SFCWX Comparison Chart in %
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CGACX vs. SFCWX commentary
Dec 04, 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 CGACX is a Buy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. CGACX (161M). SFCWX pays higher dividends than CGACX: SFCWX (0.88) vs CGACX (0.05). CGACX was incepted earlier than SFCWX: CGACX (18 years) vs SFCWX (9 years). CGACX (2.24) is less costly to investors than SFCWX (0.65). CGACX is a more actively managed with annual turnover of: 41.00 vs. SFCWX (32.00). CGACX has a lower initial minimum investment than SFCWX: CGACX (1000) vs SFCWX (1000000). CGACX annual gain was more profitable for investors over the last year : 22.85 vs. SFCWX (7.00). CGACX return over 5 years is better than : 19.07 vs. SFCWX (4.29).
| CGACX | SFCWX | CGACX / SFCWX | |
| Total Expense Ratio | 1.99 | 0.65 | 306% |
| Annual Report Gross Expense Ratio | 2.24 | 0.65 | 345% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 29.816 | 13.366 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 82.3B | 0% |
| Annual Yield % from dividends | 0.05 | 0.88 | 5% |
| Returns for 1 year | 22.85 | 7.00 | 327% |
| Returns for 3 years | 17.04 | 31.42 | 54% |
| Returns for 5 years | 19.07 | 4.29 | 444% |
| Returns for 10 years | 119.47 | N/A | - |
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