Ad is loading...
CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$14.20
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets22.37M
American Funds SMALLCAP World F3
Price$69.75
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets75.12B
CSMAX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMAX vs. SFCWX commentary
Jan 19, 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: 75.1B vs. CSMAX (22.4M). SFCWX pays higher dividends than CSMAX: SFCWX (0.95) vs CSMAX (0.62). CSMAX was incepted earlier than SFCWX: CSMAX (23 years) vs SFCWX (8 years). 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 : 8.20 vs. CSMAX (3.85). SFCWX return over 5 years is better than : 16.09 vs. CSMAX (-1.78).
| CSMAX | SFCWX | CSMAX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 1.356 | 1.278 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 75.1B | 0% |
| Annual Yield % from dividends | 0.62 | 0.95 | 65% |
| Returns for 1 year | 3.85 | 8.20 | 47% |
| Returns for 3 years | -7.11 | -3.83 | 186% |
| Returns for 5 years | -1.78 | 16.09 | -11% |
| Returns for 10 years | -13.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...