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CSMAX vs FSWFX
CSMAX vs FSWFX Comparison
Open Charts CSMAX vs FSWFX
Calvert Global Small-Cap Equity A
Price$14.25
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World 529-F-2
Price$73.12
Change+$1.17 (+1.63%)
VolumeN/A
Net Assets77.76B
CSMAX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77.8B vs. CSMAX (21.8M). CSMAX pays higher dividends than FSWFX: CSMAX (0.98) 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 : 11.95 vs. CSMAX (-1.58).
| 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 | 0.714 | 8.184 | 9% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 77.8B | 0% |
| Annual Yield % from dividends | 0.98 | 0.85 | 116% |
| Returns for 1 year | -1.58 | 11.95 | -13% |
| Returns for 3 years | 6.41 | 24.41 | 26% |
| Returns for 5 years | 2.70 | N/A | - |
| Returns for 10 years | -14.05 | N/A | - |
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