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CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
CSPEX vs SFCWX Comparison Chart in %
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CSPEX vs. SFCWX commentary
Jul 10, 2026
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 StrongBuy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPEX (91.5B) and SFCWX (91.5B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.86) vs CSPEX (0.43). CSPEX was incepted earlier than SFCWX: CSPEX (24 years) vs SFCWX (9 years). CSPEX (1.25) is less costly to investors than SFCWX (0.65). CSPEX (41.00) and SFCWX (41.00) 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 : 13.78 vs. CSPEX (12.68). SFCWX return over 5 years is better than : -3.17 vs. CSPEX (-6.79).
| CSPEX | SFCWX | CSPEX / SFCWX | |
| Total Expense Ratio | 1.25 | 0.65 | 192% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 12.133 | 12.495 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5B | 91.5B | 100% |
| Annual Yield % from dividends | 0.43 | 0.86 | 50% |
| Returns for 1 year | 12.68 | 13.78 | 92% |
| Returns for 3 years | 32.92 | 35.87 | 92% |
| Returns for 5 years | -6.79 | -3.17 | 214% |
| Returns for 10 years | 82.70 | N/A | - |
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