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CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
American Funds SMALLCAP World 529E
Price$63.94
Change+$0.34 (+0.53%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$69.67
Change+$0.37 (+0.53%)
VolumeN/A
CapitalizationN/A
CSPEX vs SFCWX Comparison Chart
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CSPEX vs. SFCWX commentary
Dec 25, 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 (74.2B) and SFCWX (74.2B) 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 annual gain was more profitable for investors over the last year : 4.59 vs. CSPEX (3.96). SFCWX return over 5 years is better than : 19.34 vs. CSPEX (15.20).
| 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 | 3.310 | 3.912 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2B | 74.2B | 100% |
| Annual Yield % from dividends | 0.47 | 0.95 | 49% |
| Returns for 1 year | 3.96 | 4.59 | 86% |
| Returns for 3 years | -13.54 | -12.23 | 111% |
| Returns for 5 years | 15.20 | 19.34 | 79% |
| Returns for 10 years | 46.26 | N/A | - |
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