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CSMAX vs SMCWX
CSMAX vs SMCWX Comparison
Open Charts CSMAX vs SMCWX
Calvert Global Small-Cap Equity A
Price$14.20
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets22.37M
American Funds SMALLCAP World A
Price$68.24
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
CSMAX vs SMCWX Comparison Chart
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CSMAX vs. SMCWX 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.1B vs. CSMAX (22.4M). 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 : 7.80 vs. CSMAX (3.85). SMCWX return over 5 years is better than : 14.05 vs. CSMAX (-1.78).
| 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 | 1.356 | 1.261 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 75.1B | 0% |
| Annual Yield % from dividends | 0.62 | 0.61 | 100% |
| Returns for 1 year | 3.85 | 7.80 | 49% |
| Returns for 3 years | -7.11 | -4.62 | 154% |
| Returns for 5 years | -1.78 | 14.05 | -13% |
| Returns for 10 years | -13.09 | 54.47 | -24% |