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CGAEX vs SFCWX
CGAEX vs SFCWX Comparison
Open Charts CGAEX vs SFCWX
Calvert Global Energy Solutions A
Price$13.21
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets150.98M
American Funds SMALLCAP World F3
Price$76.43
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets80.75B
CGAEX vs SFCWX Comparison Chart in %
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CGAEX vs. SFCWX commentary
Sep 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.8B vs. CGAEX (151M). SFCWX pays higher dividends than CGAEX: SFCWX (0.91) vs CGAEX (0.74). 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 : 12.88 vs. SFCWX (6.19). CGAEX return over 5 years is better than : 49.63 vs. SFCWX (18.50).
| 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 | 26.411 | 11.013 | 240% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 80.8B | 0% |
| Annual Yield % from dividends | 0.74 | 0.91 | 81% |
| Returns for 1 year | 12.88 | 6.19 | 208% |
| Returns for 3 years | 35.31 | 46.65 | 76% |
| Returns for 5 years | 49.63 | 18.50 | 268% |
| Returns for 10 years | 153.82 | N/A | - |
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