Interact to see
Advertisement
Advertisement
CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$14.25
Change-$0.23 (-1.59%)
VolumeN/A
Net Assets21.5M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
CSMAX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMAX vs. SFCWX commentary
Jun 15, 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: 75.5B vs. CSMAX (21.5M). CSMAX (0.97) and SFCWX (0.96) 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 : 5.19 vs. CSMAX (2.22). SFCWX return over 5 years is better than : 24.23 vs. CSMAX (13.62).
| 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 | 1.713 | 3.590 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 75.5B | 0% |
| Annual Yield % from dividends | 0.97 | 0.96 | 101% |
| Returns for 1 year | 2.22 | 5.19 | 43% |
| Returns for 3 years | 18.45 | 31.20 | 59% |
| Returns for 5 years | 13.62 | 24.23 | 56% |
| Returns for 10 years | -17.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers