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CSMAX vs FSWFX
CSMAX vs FSWFX Comparison
Open Charts CSMAX vs FSWFX
Calvert Global Small-Cap Equity A
Price$13.68
Change-$0.28 (-2.01%)
VolumeN/A
Net Assets21.89M
American Funds SMALLCAP World 529-F-2
Price$63.61
Change-$1.82 (-2.78%)
VolumeN/A
Net Assets71.01B
CSMAX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71B vs. CSMAX (21.9M). CSMAX pays higher dividends than FSWFX: CSMAX (0.99) vs FSWFX (0.90). 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 : -2.56 vs. FSWFX (-5.61).
| 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 | 4 years | - |
| Gain YTD | -0.357 | -5.916 | 6% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9M | 71B | 0% |
| Annual Yield % from dividends | 0.99 | 0.90 | 111% |
| Returns for 1 year | -2.56 | -5.61 | 46% |
| Returns for 3 years | -0.34 | 1.61 | -21% |
| Returns for 5 years | 20.66 | N/A | - |
| Returns for 10 years | -18.81 | N/A | - |
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