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CSPFX vs SFCWX
CSPFX vs SFCWX Comparison
Open Charts CSPFX vs SFCWX
American Funds SMALLCAP World 529F
Price$68.51
Change-$0.12 (-0.17%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$69.39
Change-$0.28 (-0.40%)
VolumeN/A
CapitalizationN/A
CSPFX vs SFCWX Comparison Chart
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CSPFX vs. SFCWX commentary
Dec 23, 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 CSPFX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX (73.6B) and SFCWX (73.6B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPFX: SFCWX (0.95) vs CSPFX (0.74). CSPFX was incepted earlier than SFCWX: CSPFX (22 years) vs SFCWX (8 years). CSPFX (29.00) and SFCWX (29.00) have comparable annual turnover. CSPFX has a lower initial minimum investment than SFCWX: CSPFX (250) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 4.67 vs. CSPFX (4.39). SFCWX return over 5 years is better than : 14.96 vs. CSPFX (13.92).
| CSPFX | SFCWX | CSPFX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 3.238 | 3.494 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.6B | 73.6B | 100% |
| Annual Yield % from dividends | 0.74 | 0.95 | 78% |
| Returns for 1 year | 4.39 | 4.67 | 94% |
| Returns for 3 years | -11.36 | -11.01 | 103% |
| Returns for 5 years | 13.92 | 14.96 | 93% |
| Returns for 10 years | 40.94 | N/A | - |
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