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CSMAX vs SMCWX
CSMAX vs SMCWX Comparison
Open Charts CSMAX vs SMCWX
Calvert Global Small-Cap Equity A
Price$14.11
Change-$0.20 (-1.40%)
VolumeN/A
Net Assets22.74M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets76.1B
CSMAX vs SMCWX Comparison Chart
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CSMAX vs. SMCWX commentary
Feb 22, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.1B vs. CSMAX (22.7M). 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). SMCWX annual gain was more profitable for investors over the last year : 5.61 vs. CSMAX (2.72). SMCWX return over 5 years is better than : 16.00 vs. CSMAX (-0.26).
| 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 | 2.427 | 2.805 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7M | 76.1B | 0% |
| Annual Yield % from dividends | 0.62 | 0.61 | 100% |
| Returns for 1 year | 2.72 | 5.61 | 48% |
| Returns for 3 years | -3.01 | 2.48 | -121% |
| Returns for 5 years | -0.26 | 16.00 | -2% |
| Returns for 10 years | -17.05 | 48.94 | -35% |
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