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CSMAX vs SMCWX
CSMAX vs SMCWX Comparison
Open Charts CSMAX vs SMCWX
Calvert Global Small-Cap Equity A
Price$15.19
Change-$0.07 (-0.46%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$69.56
Change-$0.36 (-0.51%)
VolumeN/A
CapitalizationN/A
CSMAX vs SMCWX Comparison Chart
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CSMAX vs. SMCWX commentary
Nov 15, 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 Buy and SMCWX is a StrongSell.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76B vs. CSMAX (24.5M). 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 : 18.54 vs. SMCWX (17.35). SMCWX return over 5 years is better than : 20.98 vs. CSMAX (7.84).
| 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 | 7.817 | 5.540 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 76B | 0% |
| Annual Yield % from dividends | 0.62 | 0.61 | 100% |
| Returns for 1 year | 18.54 | 17.35 | 107% |
| Returns for 3 years | -20.52 | -24.49 | 84% |
| Returns for 5 years | 7.84 | 20.98 | 37% |
| Returns for 10 years | -16.42 | 41.92 | -39% |
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