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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+$0.05 (+0.37%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World F3
Price$65.70
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets69.73B
CSMAX vs SFCWX Comparison Chart
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CSMAX vs. SFCWX commentary
May 01, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 69.7B vs. CSMAX (20.9M). SFCWX (1.04) and CSMAX (1.02) have matching dividends . CSMAX was incepted earlier than SFCWX: CSMAX (23 years) vs SFCWX (8 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 : 0.15 vs. CSMAX (-0.83). SFCWX return over 5 years is better than : 30.01 vs. CSMAX (17.47).
| CSMAX | SFCWX | CSMAX / SFCWX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 2.07 | 0.65 | 318% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -2.998 | -4.603 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 69.7B | 0% |
| Annual Yield % from dividends | 1.02 | 1.04 | 98% |
| Returns for 1 year | -0.83 | 0.15 | -549% |
| Returns for 3 years | 0.47 | 7.38 | 6% |
| Returns for 5 years | 17.47 | 30.01 | 58% |
| Returns for 10 years | -19.73 | N/A | - |
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