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CSMAX vs FSFWX
CSMAX vs FSFWX Comparison
Open Charts CSMAX vs FSFWX
Calvert Global Small-Cap Equity A
Price$13.28
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World 529-F-3
Price$61.64
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
CSMAX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 66.1B vs. CSMAX (20.9M). CSMAX (1.02) and FSFWX (1.02) have matching dividends . CSMAX was incepted earlier than FSFWX: CSMAX (23 years) vs FSFWX (4 years). CSMAX (2.07) is less costly to investors than FSFWX (0.71). CSMAX is a more actively managed with annual turnover of: 46.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CSMAX: FSFWX (250) vs CSMAX (1000). CSMAX annual gain was more profitable for investors over the last year : -3.04 vs. FSFWX (-3.68).
| CSMAX | FSFWX | CSMAX / FSFWX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 2.07 | 0.71 | 292% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -5.710 | -8.924 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 66.1B | 0% |
| Annual Yield % from dividends | 1.02 | 1.02 | 100% |
| Returns for 1 year | -3.04 | -3.68 | 83% |
| Returns for 3 years | -6.94 | -3.37 | 206% |
| Returns for 5 years | 16.05 | N/A | - |
| Returns for 10 years | -24.53 | N/A | - |
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