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CSPAX vs SFCWX
CSPAX vs SFCWX Comparison
Open Charts CSPAX vs SFCWX
American Funds SMALLCAP World 529A
Price$67.11
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets75.12B
American Funds SMALLCAP World F3
Price$69.75
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets75.12B
CSPAX vs SFCWX Comparison Chart
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CSPAX vs. SFCWX 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 CSPAX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX (75.1B) and SFCWX (75.1B) 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 annual gain was more profitable for investors over the last year : 8.20 vs. CSPAX (7.78). SFCWX return over 5 years is better than : 16.09 vs. CSPAX (13.73).
| 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 | 1.268 | 1.278 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1B | 75.1B | 100% |
| Annual Yield % from dividends | 0.60 | 0.95 | 63% |
| Returns for 1 year | 7.78 | 8.20 | 95% |
| Returns for 3 years | -4.70 | -3.83 | 123% |
| Returns for 5 years | 13.73 | 16.09 | 85% |
| Returns for 10 years | 53.61 | N/A | - |