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CSPAX vs SCWFX
CSPAX vs SCWFX Comparison
Open Charts CSPAX vs SCWFX
American Funds SMALLCAP World 529A
Price$60.05
Change-$2.86 (-4.55%)
VolumeN/A
Net Assets69.74B
American Funds SMALLCAP World F1
Price$60.06
Change-$2.86 (-4.55%)
VolumeN/A
Net Assets69.74B
CSPAX vs SCWFX Comparison Chart
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CSPAX vs. SCWFX commentary
Apr 04, 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 CSPAX is a Hold and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX (69.7B) and SCWFX (69.7B) have equal amount of cash in the bank . CSPAX pays higher dividends than SCWFX: CSPAX (0.63) vs SCWFX (0.59). CSPAX was incepted earlier than SCWFX: CSPAX (23 years) vs SCWFX (24 years). SCWFX (1.08) and CSPAX (1.06) have similar cost to investors . CSPAX (32.00) and SCWFX (32.00) have comparable annual turnover. CSPAX (250) and SCWFX (250) have matching initial minimum investment requirements. CSPAX (-5.10) and SCWFX (-5.13) have marching annual gain over last year. CSPAX (50.29) and SCWFX (50.23) have equivalent 5 years return.
| CSPAX | SCWFX | CSPAX / SCWFX | |
| Total Expense Ratio | 1.06 | 1.08 | 98% |
| Annual Report Gross Expense Ratio | 1.06 | 1.08 | 98% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -5.070 | -5.084 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7B | 69.7B | 100% |
| Annual Yield % from dividends | 0.63 | 0.59 | 106% |
| Returns for 1 year | -5.10 | -5.13 | 99% |
| Returns for 3 years | -6.16 | -6.18 | 100% |
| Returns for 5 years | 50.29 | 50.23 | 100% |
| Returns for 10 years | 33.13 | 32.84 | 101% |
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