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CSMAX vs FSWFX
CSMAX vs FSWFX Comparison
Open Charts CSMAX vs FSWFX
Calvert Global Small-Cap Equity A
Price$14.20
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets22.37M
American Funds SMALLCAP World 529-F-2
Price$68.48
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
CSMAX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.1B vs. CSMAX (22.4M). FSWFX pays higher dividends than CSMAX: FSWFX (0.89) vs CSMAX (0.62). CSMAX was incepted earlier than FSWFX: CSMAX (23 years) vs FSWFX (4 years). FSWFX has a lower initial minimum investment than CSMAX: FSWFX (250) vs CSMAX (1000). FSWFX annual gain was more profitable for investors over the last year : 8.09 vs. CSMAX (3.85).
| CSMAX | FSWFX | CSMAX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 1.356 | 1.287 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 75.1B | 0% |
| Annual Yield % from dividends | 0.62 | 0.89 | 69% |
| Returns for 1 year | 3.85 | 8.09 | 48% |
| Returns for 3 years | -7.11 | -3.82 | 186% |
| Returns for 5 years | -1.78 | N/A | - |
| Returns for 10 years | -13.09 | N/A | - |