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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
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.
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).
| 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 | 1.784 | 0.508 | 351% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5M | 73.3B | 0% |
| Annual Yield % from dividends | 1.02 | 1.02 | 100% |
| Returns for 1 year | 0.57 | 1.40 | 41% |
| Returns for 3 years | 11.08 | 17.80 | 62% |
| Returns for 5 years | 17.47 | 24.66 | 71% |
| Returns for 10 years | -16.49 | N/A | - |
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