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CSPEX vs SMCWX
CSPEX vs SMCWX Comparison
Open Charts CSPEX vs SMCWX
American Funds SMALLCAP World 529E
Price$63.94
Change+$0.34 (+0.53%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.18
Change+$0.36 (+0.53%)
VolumeN/A
CapitalizationN/A
CSPEX vs SMCWX Comparison Chart
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CSPEX vs. SMCWX commentary
Dec 25, 2024
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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPEX (74.2B) and SMCWX (74.2B) have equal amount of cash in the bank . SMCWX pays higher dividends than CSPEX: SMCWX (0.61) vs CSPEX (0.47). CSPEX was incepted earlier than SMCWX: CSPEX (23 years) vs SMCWX (35 years). CSPEX (29.00) and SMCWX (29.00) have comparable annual turnover. CSPEX (250) and SMCWX (250) have matching initial minimum investment requirements. SMCWX annual gain was more profitable for investors over the last year : 4.19 vs. CSPEX (3.96). SMCWX return over 5 years is better than : 17.26 vs. CSPEX (15.20).
| CSPEX | SMCWX | CSPEX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 3.310 | 3.527 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2B | 74.2B | 100% |
| Annual Yield % from dividends | 0.47 | 0.61 | 76% |
| Returns for 1 year | 3.96 | 4.19 | 95% |
| Returns for 3 years | -13.54 | -12.96 | 105% |
| Returns for 5 years | 15.20 | 17.26 | 88% |
| Returns for 10 years | 46.26 | 51.83 | 89% |
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