Ad is loading...
CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
American Funds SMALLCAP World 529E
Price$57.23
Change-$2.72 (-4.54%)
VolumeN/A
Net Assets69.74B
American Funds SMALLCAP World F3
Price$62.46
Change-$2.98 (-4.55%)
VolumeN/A
Net Assets69.74B
CSPEX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSPEX vs. SFCWX commentary
Apr 04, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
CSPEX (69.7B) and SFCWX (69.7B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (1.04) vs CSPEX (0.43). 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 : -4.72 vs. CSPEX (-5.30). SFCWX return over 5 years is better than : 53.43 vs. CSPEX (48.07).
| 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 | -5.127 | -4.980 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7B | 69.7B | 100% |
| Annual Yield % from dividends | 0.43 | 1.04 | 41% |
| Returns for 1 year | -5.30 | -4.72 | 112% |
| Returns for 3 years | -6.71 | -5.29 | 127% |
| Returns for 5 years | 48.07 | 53.43 | 90% |
| Returns for 10 years | 28.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| REEF.X | 0.000354 | 0.000024 | +7.17% |
| Reef cryptocurrency | |||
| TRX.X | 0.237709 | 0.003877 | +1.66% |
| TRON cryptocurrency | |||
| SPELL.X | 0.000535 | 0.000006 | +1.08% |
| Spell Token cryptocurrency | |||
| GNO.X | 116.485030 | 1.129311 | +0.98% |
| Gnosis cryptocurrency | |||
| MAV.X | 0.057018 | -0.000994 | -1.71% |
| Maverick Protocol cryptocurrency | |||