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CSMAX vs FSWFX
CSMAX vs FSWFX Comparison
Open Charts CSMAX vs FSWFX
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-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
CSMAX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.1B vs. CSMAX (20.9M). CSMAX pays higher dividends than FSWFX: CSMAX (1.02) vs FSWFX (0.94). CSMAX was incepted earlier than FSWFX: CSMAX (23 years) vs FSWFX (4 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). CSMAX annual gain was more profitable for investors over the last year : -3.04 vs. FSWFX (-3.74).
| 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 | 4 years | - |
| Gain YTD | -5.710 | -8.948 | 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 | 0.94 | 109% |
| Returns for 1 year | -3.04 | -3.74 | 81% |
| Returns for 3 years | -6.94 | -3.50 | 199% |
| Returns for 5 years | 16.05 | N/A | - |
| Returns for 10 years | -24.53 | N/A | - |
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