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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
Jun 19, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
CSPEX (91.5B) and SFCWX (91.5B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.92) vs CSPEX (0.47). 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 : 21.52 vs. CSPEX (20.34). SFCWX return over 5 years is better than : 0.31 vs. CSPEX (-3.43).
| 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 | 13.973 | 14.295 | 98% |
| 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 | 0.47 | 0.92 | 51% |
| Returns for 1 year | 20.34 | 21.52 | 95% |
| Returns for 3 years | 34.58 | 37.57 | 92% |
| Returns for 5 years | -3.43 | 0.31 | -1,113% |
| Returns for 10 years | 89.93 | N/A | - |
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