Interact to see
Advertisement
Advertisement
CSMAX vs FSWFX
CSMAX vs FSWFX Comparison
Open Charts CSMAX vs FSWFX
Calvert Global Small-Cap Equity A
Price$14.65
Change-$0.13 (-0.88%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World 529-F-2
Price$72.97
Change-$0.78 (-1.06%)
VolumeN/A
Net Assets78.5B
CSMAX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.5B vs. CSMAX (21.8M). CSMAX pays higher dividends than FSWFX: CSMAX (0.96) vs FSWFX (0.85). CSMAX was incepted earlier than FSWFX: CSMAX (23 years) vs FSWFX (5 years). CSMAX (2.07) is less costly to investors than FSWFX (0.76). CSMAX is a more actively managed with annual turnover of: 46.00 vs. FSWFX (32.00). 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 : 7.35 vs. CSMAX (2.61).
| CSMAX | FSWFX | CSMAX / FSWFX | |
| Total Expense Ratio | 1.31 | 0.76 | 172% |
| Annual Report Gross Expense Ratio | 2.07 | 0.76 | 272% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 4.568 | 7.962 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 78.5B | 0% |
| Annual Yield % from dividends | 0.96 | 0.85 | 113% |
| Returns for 1 year | 2.61 | 7.35 | 35% |
| Returns for 3 years | 20.49 | 35.89 | 57% |
| Returns for 5 years | 13.96 | N/A | - |
| Returns for 10 years | -14.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement