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CSPAX vs SMCWX
CSPAX vs SMCWX Comparison
Open Charts CSPAX vs SMCWX
American Funds SMALLCAP World 529A
Price$60.05
Change-$2.86 (-4.55%)
VolumeN/A
Net Assets69.74B
American Funds SMALLCAP World A
Price$61.06
Change-$2.91 (-4.55%)
VolumeN/A
Net Assets69.74B
CSPAX vs SMCWX Comparison Chart
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CSPAX vs. SMCWX 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX (69.7B) and SMCWX (69.7B) have equal amount of cash in the bank . SMCWX (0.64) and CSPAX (0.63) have matching dividends . CSPAX was incepted earlier than SMCWX: CSPAX (23 years) vs SMCWX (35 years). CSPAX (1.06) and SMCWX (1.04) have similar cost to investors . CSPAX (32.00) and SMCWX (32.00) have comparable annual turnover. SMCWX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX (250) and SMCWX (250) have matching initial minimum investment requirements. SMCWX (-5.09) and CSPAX (-5.10) have marching annual gain over last year. SMCWX (50.73) and CSPAX (50.29) have equivalent 5 years return.
| CSPAX | SMCWX | CSPAX / SMCWX | |
| Total Expense Ratio | 1.06 | 1.04 | 102% |
| Annual Report Gross Expense Ratio | 1.06 | 1.04 | 102% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | -5.070 | -5.075 | 100% |
| Front Load | 4% | 6% | 61% |
| 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 | 0.64 | 98% |
| Returns for 1 year | -5.10 | -5.09 | 100% |
| Returns for 3 years | -6.16 | -6.09 | 101% |
| Returns for 5 years | 50.29 | 50.73 | 99% |
| Returns for 10 years | 33.13 | 33.86 | 98% |
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