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CSPFX vs SFCWX
CSPFX vs SFCWX Comparison
Open Charts CSPFX vs SFCWX
American Funds SMALLCAP World 529F
Price$66.60
Change+$0.58 (+0.88%)
VolumeN/A
Net Assets71.01B
American Funds SMALLCAP World F3
Price$67.52
Change+$0.59 (+0.88%)
VolumeN/A
Net Assets71.03B
CSPFX vs SFCWX Comparison Chart
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CSPFX vs. SFCWX commentary
May 09, 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 (71B) and SFCWX (71B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPFX: SFCWX (1.02) vs CSPFX (0.77). 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 annual gain was more profitable for investors over the last year : 0.20 vs. CSPFX (-0.06). SFCWX (26.03) and CSPFX (24.91) 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 | -2.044 | -1.960 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71B | 71B | 100% |
| Annual Yield % from dividends | 0.77 | 1.02 | 76% |
| Returns for 1 year | -0.06 | 0.20 | -29% |
| Returns for 3 years | 18.84 | 19.30 | 98% |
| Returns for 5 years | 24.91 | 26.03 | 96% |
| Returns for 10 years | 36.99 | N/A | - |
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