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CSMAX vs FSWFX
CSMAX vs FSWFX Comparison
Open Charts CSMAX vs FSWFX
Calvert Global Small-Cap Equity A
Price$15.19
Change-$0.07 (-0.46%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$69.96
Change-$0.36 (-0.51%)
VolumeN/A
CapitalizationN/A
CSMAX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76B vs. CSMAX (24.5M). 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). CSMAX (18.54) and FSWFX (17.68) have marching annual gain over last year.
| 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 | 7.817 | 5.776 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 76B | 0% |
| Annual Yield % from dividends | 0.62 | 0.89 | 69% |
| Returns for 1 year | 18.54 | 17.68 | 105% |
| Returns for 3 years | -20.52 | -23.84 | 86% |
| Returns for 5 years | 7.84 | N/A | - |
| Returns for 10 years | -16.42 | N/A | - |
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