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CGAEX vs SFCWX
CGAEX vs SFCWX Comparison
Open Charts CGAEX vs SFCWX
Calvert Global Energy Solutions A
Price$14.89
Change+$1.29 (+9.49%)
VolumeN/A
Net Assets170.79M
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
CGAEX vs SFCWX Comparison Chart in %
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CGAEX vs. SFCWX commentary
Feb 04, 2026
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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. CGAEX (171M). SFCWX pays higher dividends than CGAEX: SFCWX (1.00) vs CGAEX (0.48). CGAEX was incepted earlier than SFCWX: CGAEX (19 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: 45.00 vs. SFCWX (41.00). 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 : 46.17 vs. SFCWX (13.84). CGAEX return over 5 years is better than : 16.18 vs. SFCWX (-5.67).
| CGAEX | SFCWX | CGAEX / SFCWX | |
| Total Expense Ratio | 1.24 | 0.65 | 191% |
| Annual Report Gross Expense Ratio | 1.49 | 0.65 | 229% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 8.291 | 4.814 | 172% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 82.4B | 0% |
| Annual Yield % from dividends | 0.48 | 1.00 | 48% |
| Returns for 1 year | 46.17 | 13.84 | 334% |
| Returns for 3 years | 26.32 | 25.94 | 101% |
| Returns for 5 years | 16.18 | -5.67 | -286% |
| Returns for 10 years | 179.54 | N/A | - |
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