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CSPFX vs SFCWX
CSPFX vs SFCWX Comparison
Open Charts CSPFX vs SFCWX
American Funds SMALLCAP World 529F
Price$72.83
Change+$0.23 (+0.32%)
VolumeN/A
Net Assets77.9B
American Funds SMALLCAP World F3
Price$73.86
Change+$0.23 (+0.31%)
VolumeN/A
Net Assets77.9B
CSPFX vs SFCWX Comparison Chart in %
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CSPFX vs. SFCWX commentary
Jun 28, 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 (77.9B) and SFCWX (77.9B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPFX: SFCWX (0.96) vs CSPFX (0.73). 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 (9.73) and CSPFX (9.46) have marching annual gain over last year. SFCWX (25.82) and CSPFX (24.70) have equivalent 5 years return.
| 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 | 7.153 | 7.280 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.9B | 77.9B | 100% |
| Annual Yield % from dividends | 0.73 | 0.96 | 76% |
| Returns for 1 year | 9.46 | 9.73 | 97% |
| Returns for 3 years | 32.39 | 32.94 | 98% |
| Returns for 5 years | 24.70 | 25.82 | 96% |
| Returns for 10 years | 47.18 | N/A | - |
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