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CSPEX vs SCWCX
CSPEX vs SCWCX Comparison
Open Charts CSPEX vs SCWCX
American Funds SMALLCAP World 529E
Price$68.17
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets79.08B
American Funds SMALLCAP World C
Price$58.82
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets79.08B
CSPEX vs SCWCX Comparison Chart in %
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CSPEX vs. SCWCX commentary
Aug 07, 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 CSPEX is a Buy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
CSPEX (79.1B) and SCWCX (79.1B) have equal amount of cash in the bank . CSPEX pays higher dividends than SCWCX: CSPEX (0.41) vs SCWCX (0.04). CSPEX was incepted earlier than SCWCX: CSPEX (23 years) vs SCWCX (24 years). SCWCX (1.78) is less costly to investors than CSPEX (1.25). CSPEX (32.00) and SCWCX (32.00) have comparable annual turnover. CSPEX (250) and SCWCX (250) have matching initial minimum investment requirements. CSPEX annual gain was more profitable for investors over the last year : 14.67 vs. SCWCX (13.05). CSPEX return over 5 years is better than : 10.67 vs. SCWCX (7.08).
| CSPEX | SCWCX | CSPEX / SCWCX | |
| Total Expense Ratio | 1.25 | 1.78 | 70% |
| Annual Report Gross Expense Ratio | 1.25 | 1.78 | 70% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 7.921 | 7.635 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 79.1B | 100% |
| Annual Yield % from dividends | 0.41 | 0.04 | 1,036% |
| Returns for 1 year | 14.67 | 13.05 | 112% |
| Returns for 3 years | 22.61 | 20.76 | 109% |
| Returns for 5 years | 10.67 | 7.08 | 151% |
| Returns for 10 years | 43.90 | 31.73 | 138% |
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