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CSPAX vs SFCWX
CSPAX vs SFCWX Comparison
Open Charts CSPAX vs SFCWX
American Funds SMALLCAP World 529A
Price$70.71
Change+$0.90 (+1.29%)
VolumeN/A
Net Assets76.91B
American Funds SMALLCAP World F3
Price$73.63
Change+$0.94 (+1.29%)
VolumeN/A
Net Assets76.91B
CSPAX vs SFCWX Comparison Chart in %
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CSPAX vs. SFCWX commentary
Jun 27, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX (76.9B) and SFCWX (76.9B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPAX: SFCWX (0.96) vs CSPAX (0.58). CSPAX was incepted earlier than SFCWX: CSPAX (23 years) vs SFCWX (8 years). CSPAX (1.06) is less costly to investors than SFCWX (0.65). CSPAX (32.00) and SFCWX (32.00) have comparable annual turnover. CSPAX has a lower initial minimum investment than SFCWX: CSPAX (250) vs SFCWX (1000000). SFCWX (9.71) and CSPAX (9.27) have marching annual gain over last year. SFCWX return over 5 years is better than : 25.43 vs. CSPAX (22.88).
| CSPAX | SFCWX | CSPAX / SFCWX | |
| Total Expense Ratio | 1.06 | 0.65 | 163% |
| Annual Report Gross Expense Ratio | 1.06 | 0.65 | 163% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 6.737 | 6.946 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9B | 76.9B | 100% |
| Annual Yield % from dividends | 0.58 | 0.96 | 60% |
| Returns for 1 year | 9.27 | 9.71 | 96% |
| Returns for 3 years | 29.34 | 30.53 | 96% |
| Returns for 5 years | 22.88 | 25.43 | 90% |
| Returns for 10 years | 44.59 | N/A | - |
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