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CSPCX vs SMCWX
CSPCX vs SMCWX Comparison
Open Charts CSPCX vs SMCWX
American Funds SMALLCAP World 529C
Price$52.69
Change+$0.25 (+0.48%)
VolumeN/A
Net Assets69.04B
American Funds SMALLCAP World A
Price$63.66
Change+$0.31 (+0.49%)
VolumeN/A
Net Assets69.04B
CSPCX vs SMCWX Comparison Chart
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CSPCX vs. SMCWX commentary
Mar 13, 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 CSPCX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
CSPCX (69B) and SMCWX (69B) have equal amount of cash in the bank . SMCWX pays higher dividends than CSPCX: SMCWX (0.61) vs CSPCX (0.00). CSPCX was incepted earlier than SMCWX: CSPCX (23 years) vs SMCWX (35 years). CSPCX (1.84) is less costly to investors than SMCWX (1.04). CSPCX (32.00) and SMCWX (32.00) have comparable annual turnover. CSPCX (250) and SMCWX (250) have matching initial minimum investment requirements. SMCWX annual gain was more profitable for investors over the last year : -5.38 vs. CSPCX (-6.11). SMCWX return over 5 years is better than : 43.88 vs. CSPCX (35.68).
| CSPCX | SMCWX | CSPCX / SMCWX | |
| Total Expense Ratio | 1.84 | 1.04 | 177% |
| Annual Report Gross Expense Ratio | 1.84 | 1.04 | 177% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | -6.122 | -5.995 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69B | 69B | 100% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -6.11 | -5.38 | 114% |
| Returns for 3 years | -1.63 | 0.73 | -225% |
| Returns for 5 years | 35.68 | 43.88 | 81% |
| Returns for 10 years | 20.89 | 36.74 | 57% |
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