CGAEX
Price
$12.33
Change
+$0.14 (+1.15%)
Updated
Jul 3 closing price
Net Assets
139.16M
SFCWX
Price
$74.91
Change
+$0.44 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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CGAEX vs SFCWX

Header iconCGAEX vs SFCWX Comparison
Open Charts CGAEX vs SFCWXBanner chart's image
Calvert Global Energy Solutions A
Price$12.33
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets139.16M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
CGAEX vs SFCWX Comparison Chart in %
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CGAEX vs. SFCWX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B 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 (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). CGAEX annual gain was more profitable for investors over the last year : 12.71 vs. SFCWX (10.80). CGAEX return over 5 years is better than : 64.53 vs. SFCWX (23.80).
CGAEXSFCWXCGAEX / SFCWX
Total Expense Ratio1.240.65191%
Annual Report Gross Expense Ratio1.490.65229%
Fund Existence18 years8 years-
Gain YTD17.9908.805204%
Front Load5%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets139M79.1B0%
Annual Yield % from dividends0.800.9485%
Returns for 1 year12.7110.80118%
Returns for 3 years19.0336.1653%
Returns for 5 years64.5323.80271%
Returns for 10 years96.26N/A-
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