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CGAEX vs SFCWX
CGAEX vs SFCWX Comparison
Open Charts CGAEX vs SFCWX
Calvert Global Energy Solutions A
Price$11.67
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets133.63M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
CGAEX vs SFCWX Comparison Chart
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CGAEX vs. SFCWX commentary
Jun 16, 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: 75.5B vs. CGAEX (134M). SFCWX pays higher dividends than CGAEX: SFCWX (0.96) vs CGAEX (0.84). CGAEX was incepted earlier than SFCWX: CGAEX (18 years) vs SFCWX (8 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). SFCWX annual gain was more profitable for investors over the last year : 5.19 vs. CGAEX (4.40). CGAEX return over 5 years is better than : 62.43 vs. SFCWX (24.23).
| 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 | 8 years | - |
| Gain YTD | 11.675 | 3.590 | 325% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 75.5B | 0% |
| Annual Yield % from dividends | 0.84 | 0.96 | 88% |
| Returns for 1 year | 4.40 | 5.19 | 85% |
| Returns for 3 years | 11.82 | 31.20 | 38% |
| Returns for 5 years | 62.43 | 24.23 | 258% |
| Returns for 10 years | 75.87 | N/A | - |
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