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CSMAX vs SMCWX
CSMAX vs SMCWX Comparison
Open Charts CSMAX vs SMCWX
Calvert Global Small-Cap Equity A
Price$13.17
Change+$0.25 (+1.93%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World A
Price$60.43
Change+$1.04 (+1.75%)
VolumeN/A
Net Assets64.58B
CSMAX vs SMCWX Comparison Chart
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CSMAX vs. SMCWX commentary
Apr 12, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 64.6B vs. CSMAX (20.9M). CSMAX pays higher dividends than SMCWX: CSMAX (1.02) vs SMCWX (0.64). CSMAX was incepted earlier than SMCWX: CSMAX (23 years) vs SMCWX (35 years). CSMAX (2.07) is less costly to investors than SMCWX (1.04). CSMAX is a more actively managed with annual turnover of: 46.00 vs. SMCWX (32.00). SMCWX initial investment is less costly to investors than CSMAX (5%) vs CSMAX (5%). 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 : -8.04 vs. SMCWX (-9.56). SMCWX return over 5 years is better than : 26.86 vs. CSMAX (13.60).
| CSMAX | SMCWX | CSMAX / SMCWX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 2.07 | 1.04 | 199% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | -7.780 | -10.328 | 75% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 64.6B | 0% |
| Annual Yield % from dividends | 1.02 | 0.64 | 159% |
| Returns for 1 year | -8.04 | -9.56 | 84% |
| Returns for 3 years | -8.86 | -5.90 | 150% |
| Returns for 5 years | 13.60 | 26.86 | 51% |
| Returns for 10 years | -26.52 | 24.24 | -109% |
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