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CGAEX vs SFCWX
CGAEX vs SFCWX Comparison
Open Charts CGAEX vs SFCWX
Calvert Global Energy Solutions A
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
CGAEX vs SFCWX Comparison Chart in %
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CGAEX vs. SFCWX commentary
Jul 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 CGAEX is a Buy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.8B vs. CGAEX (139M). SFCWX pays higher dividends than CGAEX: SFCWX (0.94) vs CGAEX (0.80). CGAEX was incepted earlier than SFCWX: CGAEX (18 years) vs SFCWX (9 years). CGAEX (1.49) is less costly to investors than SFCWX (0.65). CGAEX is a more actively managed with annual turnover of: 41.00 vs. SFCWX (32.00). CGAEX has a lower initial minimum investment than SFCWX: CGAEX (1000) vs SFCWX (1000000). CGAEX annual gain was more profitable for investors over the last year : 16.89 vs. SFCWX (10.24). CGAEX return over 5 years is better than : 55.79 vs. SFCWX (21.81).
| CGAEX | SFCWX | CGAEX / SFCWX | |
| Total Expense Ratio | 1.24 | 0.65 | 191% |
| Annual Report Gross Expense Ratio | 1.49 | 0.65 | 229% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 21.818 | 9.778 | 223% |
| Front Load | 5% | 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 | 0.80 | 0.94 | 85% |
| Returns for 1 year | 16.89 | 10.24 | 165% |
| Returns for 3 years | 19.62 | 33.82 | 58% |
| Returns for 5 years | 55.79 | 21.81 | 256% |
| Returns for 10 years | 110.08 | N/A | - |
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