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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$14.65
Change-$0.13 (-0.88%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World F3
Price$74.31
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets78.5B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Jul 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 Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 78.5B vs. CSMAX (21.8M). CSMAX (0.96) and SFCWX (0.94) 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 : 6.28 vs. CSMAX (2.61). SFCWX return over 5 years is better than : 20.03 vs. CSMAX (13.96).
| 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 | 4.568 | 7.933 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 78.5B | 0% |
| Annual Yield % from dividends | 0.96 | 0.94 | 102% |
| Returns for 1 year | 2.61 | 6.28 | 42% |
| Returns for 3 years | 20.49 | 35.28 | 58% |
| Returns for 5 years | 13.96 | 20.03 | 70% |
| Returns for 10 years | -14.26 | N/A | - |
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