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CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
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CSPEX vs SFCWX Comparison Chart in %
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CSPEX vs. SFCWX commentary
Aug 02, 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 (94.3B) and SFCWX (94.3B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.92) vs CSPEX (0.45). CSPEX was incepted earlier than SFCWX: CSPEX (24 years) vs SFCWX (10 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 : 13.30 vs. CSPEX (12.20). SFCWX return over 5 years is better than : -5.06 vs. CSPEX (-8.61).
| 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 | 10 years | - |
| Gain YTD | 10.191 | 10.588 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 94.3B | 100% |
| Annual Yield % from dividends | 0.45 | 0.92 | 50% |
| Returns for 1 year | 12.20 | 13.30 | 92% |
| Returns for 3 years | 26.29 | 29.10 | 90% |
| Returns for 5 years | -8.61 | -5.06 | 170% |
| Returns for 10 years | 74.59 | N/A | - |
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