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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$14.53
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets20.96M
American Funds SMALLCAP World F3
Price$77.69
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets82.15B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Oct 07, 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: 82.2B vs. CSMAX (21M). CSMAX pays higher dividends than SFCWX: CSMAX (0.97) 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 : 9.40 vs. CSMAX (-2.74). SFCWX return over 5 years is better than : 13.68 vs. CSMAX (2.46).
| 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 | 3.926 | 12.843 | 31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 82.2B | 0% |
| Annual Yield % from dividends | 0.97 | 0.90 | 107% |
| Returns for 1 year | -2.74 | 9.40 | -29% |
| Returns for 3 years | 25.54 | 45.75 | 56% |
| Returns for 5 years | 2.46 | 13.68 | 18% |
| Returns for 10 years | -8.04 | N/A | - |
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