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CSPAX vs SFCWX
CSPAX vs SFCWX Comparison
Open Charts CSPAX vs SFCWX
American Funds SMALLCAP World 529A
Price$67.03
Change-$2.10 (-3.04%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$69.92
Change-$2.19 (-3.04%)
VolumeN/A
CapitalizationN/A
CSPAX vs SFCWX Comparison Chart
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CSPAX vs. SFCWX commentary
Dec 19, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX (76.3B) and SFCWX (76.3B) 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 : 9.03 vs. CSPAX (8.57). SFCWX return over 5 years is better than : 18.74 vs. CSPAX (16.20).
| 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 | 6.093 | 6.514 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3B | 76.3B | 100% |
| Annual Yield % from dividends | 0.60 | 0.95 | 63% |
| Returns for 1 year | 8.57 | 9.03 | 95% |
| Returns for 3 years | -8.18 | -7.33 | 112% |
| Returns for 5 years | 16.20 | 18.74 | 86% |
| Returns for 10 years | 41.03 | N/A | - |