Ad is loading...
CSMAX vs SMCWX
CSMAX vs SMCWX Comparison
Open Charts CSMAX vs SMCWX
Calvert Global Small-Cap Equity A
Price$14.75
Change-$0.45 (-2.96%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
CSMAX vs SMCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMAX vs. SMCWX commentary
Dec 19, 2024
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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. CSMAX (26M). CSMAX (0.62) and SMCWX (0.61) have matching dividends . CSMAX was incepted earlier than SMCWX: CSMAX (23 years) vs SMCWX (35 years). SMCWX has a lower initial minimum investment than CSMAX: SMCWX (250) vs CSMAX (1000). CSMAX annual gain was more profitable for investors over the last year : 10.36 vs. SMCWX (8.61). SMCWX return over 5 years is better than : 16.64 vs. CSMAX (4.42).
| CSMAX | SMCWX | CSMAX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 8.028 | 6.128 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 76.3B | 0% |
| Annual Yield % from dividends | 0.62 | 0.61 | 100% |
| Returns for 1 year | 10.36 | 8.61 | 120% |
| Returns for 3 years | -15.95 | -8.09 | 197% |
| Returns for 5 years | 4.42 | 16.64 | 27% |
| Returns for 10 years | -9.09 | 41.97 | -22% |