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CSPFX vs SFCWX
CSPFX vs SFCWX Comparison
Open Charts CSPFX vs SFCWX
American Funds SMALLCAP World 529F
Price$70.87
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
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CSPFX vs SFCWX Comparison Chart
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CSPFX vs. SFCWX commentary
Sep 21, 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 (76.8B) and SFCWX (76.8B) 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 (20.16) and CSPFX (19.86) have marching annual gain over last year. SFCWX (27.21) and CSPFX (26.09) have equivalent 5 years return.
| 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 | 6.013 | 6.204 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 76.8B | 100% |
| Annual Yield % from dividends | 0.74 | 0.95 | 78% |
| Returns for 1 year | 19.86 | 20.16 | 99% |
| Returns for 3 years | -22.16 | -21.78 | 102% |
| Returns for 5 years | 26.09 | 27.21 | 96% |
| Returns for 10 years | 46.95 | N/A | - |
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