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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$14.61
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World F3
Price$77.59
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets81.6B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.6B vs. CSMAX (21.5M). CSMAX (0.95) and SFCWX (0.91) have matching dividends . 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 : 10.48 vs. CSMAX (-1.56). SFCWX return over 5 years is better than : 18.15 vs. CSMAX (5.27).
| 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 | 4.497 | 12.276 | 37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 81.6B | 0% |
| Annual Yield % from dividends | 0.95 | 0.91 | 104% |
| Returns for 1 year | -1.56 | 10.48 | -15% |
| Returns for 3 years | 19.06 | 38.11 | 50% |
| Returns for 5 years | 5.27 | 18.15 | 29% |
| Returns for 10 years | -6.44 | N/A | - |
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