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CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
American Funds SMALLCAP World 529E
Price$66.13
Change+$0.66 (+1.01%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$72.44
Change+$0.73 (+1.02%)
VolumeN/A
CapitalizationN/A
CSPEX vs SFCWX Comparison Chart
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CSPEX vs. SFCWX commentary
Nov 23, 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 CSPEX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPEX (76.3B) and SFCWX (76.3B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.95) vs CSPEX (0.47). CSPEX was incepted earlier than SFCWX: CSPEX (23 years) vs SFCWX (8 years). CSPEX (29.00) and SFCWX (29.00) have comparable annual turnover. CSPEX has a lower initial minimum investment than SFCWX: CSPEX (250) vs SFCWX (1000000). SFCWX (16.58) and CSPEX (15.87) have marching annual gain over last year. SFCWX return over 5 years is better than : 22.41 vs. CSPEX (17.87).
| CSPEX | SFCWX | CSPEX / 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 | 5.359 | 5.923 | 90% |
| 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 | 0.47 | 0.95 | 49% |
| Returns for 1 year | 15.87 | 16.58 | 96% |
| Returns for 3 years | -22.83 | -21.09 | 108% |
| Returns for 5 years | 17.87 | 22.41 | 80% |
| Returns for 10 years | 34.67 | N/A | - |