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CSPFX vs SFCWX
CSPFX vs SFCWX Comparison
Open Charts CSPFX vs SFCWX
American Funds SMALLCAP World 529F
Price$73.60
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
American Funds SMALLCAP World F3
Price$74.57
Change-$0.39 (-0.52%)
VolumeN/A
Net Assets79.34B
CSPFX vs SFCWX Comparison Chart in %
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CSPFX vs. SFCWX commentary
Nov 20, 2025
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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX (79.3B) and CSPFX (78.9B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPFX: SFCWX (0.90) vs CSPFX (0.69). CSPFX was incepted earlier than SFCWX: CSPFX (23 years) vs SFCWX (9 years). CSPFX (1.14) is less costly to investors than SFCWX (0.65). CSPFX (32.00) and SFCWX (32.00) 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 : 6.81 vs. CSPFX (6.13). SFCWX return over 5 years is better than : 3.83 vs. CSPFX (2.59).
| CSPFX | SFCWX | CSPFX / SFCWX | |
| Total Expense Ratio | 1.14 | 0.65 | 175% |
| Annual Report Gross Expense Ratio | 1.14 | 0.65 | 175% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.286 | 8.311 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 79.3B | 99% |
| Annual Yield % from dividends | 0.69 | 0.90 | 77% |
| Returns for 1 year | 6.13 | 6.81 | 90% |
| Returns for 3 years | 29.89 | 30.20 | 99% |
| Returns for 5 years | 2.59 | 3.83 | 67% |
| Returns for 10 years | 59.87 | N/A | - |
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