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CGACX vs SFCWX
CGACX vs SFCWX Comparison
Open Charts CGACX vs SFCWX
Calvert Global Energy Solutions C
Price$11.83
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
CGACX vs SFCWX Comparison Chart in %
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CGACX vs. SFCWX commentary
Jul 27, 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: 79.8B vs. CGACX (139M). SFCWX pays higher dividends than CGACX: SFCWX (0.94) 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 : 15.94 vs. SFCWX (10.24). CGACX return over 5 years is better than : 49.96 vs. SFCWX (21.81).
| 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 | 21.209 | 9.778 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 79.8B | 0% |
| Annual Yield % from dividends | 0.05 | 0.94 | 6% |
| Returns for 1 year | 15.94 | 10.24 | 156% |
| Returns for 3 years | 16.82 | 33.82 | 50% |
| Returns for 5 years | 49.96 | 21.81 | 229% |
| Returns for 10 years | 95.91 | N/A | - |
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