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CSPFX vs SFCWX
CSPFX vs SFCWX Comparison
Open Charts CSPFX vs SFCWX
American Funds SMALLCAP World 529F
Price$73.73
Change+$0.77 (+1.06%)
VolumeN/A
Net Assets78.16B
American Funds SMALLCAP World F3
Price$74.78
Change+$0.78 (+1.05%)
VolumeN/A
Net Assets78.16B
CSPFX vs SFCWX Comparison Chart in %
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CSPFX vs. SFCWX commentary
Jul 18, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX (78.2B) and SFCWX (78.2B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPFX: SFCWX (0.94) vs CSPFX (0.72). CSPFX was incepted earlier than SFCWX: CSPFX (23 years) vs SFCWX (8 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 (6.29) and CSPFX (6.02) have marching annual gain over last year. SFCWX return over 5 years is better than : 20.85 vs. CSPFX (19.76).
| 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 | 8 years | - |
| Gain YTD | 8.477 | 8.616 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2B | 78.2B | 100% |
| Annual Yield % from dividends | 0.72 | 0.94 | 77% |
| Returns for 1 year | 6.02 | 6.29 | 96% |
| Returns for 3 years | 35.06 | 35.63 | 98% |
| Returns for 5 years | 19.76 | 20.85 | 95% |
| Returns for 10 years | 48.00 | N/A | - |
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