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CSPAX vs SFCWX
CSPAX vs SFCWX Comparison
Open Charts CSPAX vs SFCWX
American Funds SMALLCAP World 529A
Price$67.57
Change-$0.83 (-1.21%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$70.45
Change-$0.87 (-1.22%)
VolumeN/A
CapitalizationN/A
CSPAX vs SFCWX Comparison Chart
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CSPAX vs. SFCWX commentary
Nov 17, 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 CSPAX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX (74.7B) and SFCWX (74.7B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPAX: SFCWX (0.95) vs CSPAX (0.60). CSPAX was incepted earlier than SFCWX: CSPAX (23 years) vs SFCWX (8 years). CSPAX (29.00) and SFCWX (29.00) have comparable annual turnover. CSPAX has a lower initial minimum investment than SFCWX: CSPAX (250) vs SFCWX (1000000). SFCWX (16.40) and CSPAX (15.92) have marching annual gain over last year. SFCWX return over 5 years is better than : 21.04 vs. CSPAX (18.47).
| CSPAX | SFCWX | CSPAX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 3.699 | 4.062 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 74.7B | 100% |
| Annual Yield % from dividends | 0.60 | 0.95 | 63% |
| Returns for 1 year | 15.92 | 16.40 | 97% |
| Returns for 3 years | -26.04 | -25.13 | 104% |
| Returns for 5 years | 18.47 | 21.04 | 88% |
| Returns for 10 years | 38.30 | N/A | - |
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