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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$13.64
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets20.06M
American Funds SMALLCAP World F3
Price$74.57
Change-$0.39 (-0.52%)
VolumeN/A
Net Assets79.34B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSMAX is a Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.3B vs. CSMAX (20.1M). CSMAX pays higher dividends than SFCWX: CSMAX (0.99) vs SFCWX (0.90). CSMAX was incepted earlier than SFCWX: CSMAX (24 years) vs SFCWX (9 years). CSMAX (2.07) is less costly to investors than SFCWX (0.65). CSMAX is a more actively managed with annual turnover of: 46.00 vs. SFCWX (32.00). CSMAX has a lower initial minimum investment than SFCWX: CSMAX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 6.81 vs. CSMAX (-8.95). SFCWX return over 5 years is better than : 3.83 vs. CSMAX (-9.46).
| CSMAX | SFCWX | CSMAX / SFCWX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 2.07 | 0.65 | 318% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -2.641 | 8.311 | -32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 79.3B | 0% |
| Annual Yield % from dividends | 0.99 | 0.90 | 110% |
| Returns for 1 year | -8.95 | 6.81 | -131% |
| Returns for 3 years | 5.76 | 30.20 | 19% |
| Returns for 5 years | -9.46 | 3.83 | -247% |
| Returns for 10 years | 25.53 | N/A | - |
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