CSMAX
Price
$14.21
Change
-$0.05 (-0.35%)
Updated
May 22 closing price
Net Assets
20.47M
SFCWX
Price
$69.22
Change
-$0.02 (-0.03%)
Updated
May 22 closing price
Net Assets
73.33B
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CSMAX vs SFCWX

Header iconCSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWXBanner chart's image
Calvert Global Small-Cap Equity A
Price$14.21
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets20.47M
American Funds SMALLCAP World F3
Price$69.22
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
CSMAX vs SFCWX Comparison Chart
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CSMAX vs. SFCWX commentary
May 23, 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 Hold.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 73.3B vs. CSMAX (20.5M). SFCWX (1.02) 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 : 1.40 vs. CSMAX (0.57). SFCWX return over 5 years is better than : 24.66 vs. CSMAX (17.47).
CSMAXSFCWXCSMAX / SFCWX
Total Expense Ratio1.310.65202%
Annual Report Gross Expense Ratio2.070.65318%
Fund Existence23 years8 years-
Gain YTD1.7840.508351%
Front Load5%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets20.5M73.3B0%
Annual Yield % from dividends1.021.02100%
Returns for 1 year0.571.4041%
Returns for 3 years11.0817.8062%
Returns for 5 years17.4724.6671%
Returns for 10 years-16.49N/A-
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