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CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
American Funds SMALLCAP World 529E
Price$67.96
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets78.5B
American Funds SMALLCAP World F3
Price$74.31
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets78.46B
CSPEX vs SFCWX Comparison Chart in %
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CSPEX vs. SFCWX commentary
Jul 16, 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPEX (78.5B) and SFCWX (78.5B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.94) vs CSPEX (0.41). CSPEX was incepted earlier than SFCWX: CSPEX (23 years) vs SFCWX (8 years). CSPEX (1.25) is less costly to investors than SFCWX (0.65). CSPEX (32.00) and SFCWX (32.00) 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 : 6.28 vs. CSPEX (5.63). SFCWX return over 5 years is better than : 20.03 vs. CSPEX (15.87).
| CSPEX | SFCWX | CSPEX / SFCWX | |
| Total Expense Ratio | 1.25 | 0.65 | 192% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 7.588 | 7.933 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5B | 78.5B | 100% |
| Annual Yield % from dividends | 0.41 | 0.94 | 44% |
| Returns for 1 year | 5.63 | 6.28 | 90% |
| Returns for 3 years | 33.27 | 35.28 | 94% |
| Returns for 5 years | 15.87 | 20.03 | 79% |
| Returns for 10 years | 38.62 | N/A | - |
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