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CSPFX vs SMCWX
CSPFX vs SMCWX Comparison
Open Charts CSPFX vs SMCWX
American Funds SMALLCAP World 529F
Price$61.88
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
American Funds SMALLCAP World A
Price$61.31
Change+$0.57 (+0.94%)
VolumeN/A
Net Assets66.08B
CSPFX vs SMCWX Comparison Chart
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CSPFX vs. SMCWX commentary
Apr 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX (66.1B) and SMCWX (66.1B) have equal amount of cash in the bank . CSPFX pays higher dividends than SMCWX: CSPFX (0.79) vs SMCWX (0.64). CSPFX was incepted earlier than SMCWX: CSPFX (23 years) vs SMCWX (35 years). CSPFX (1.14) is less costly to investors than SMCWX (1.04). CSPFX (32.00) and SMCWX (32.00) have comparable annual turnover. CSPFX (250) and SMCWX (250) have matching initial minimum investment requirements. CSPFX annual gain was more profitable for investors over the last year : -3.86 vs. SMCWX (-5.43). CSPFX return over 5 years is better than : 25.36 vs. SMCWX (23.12).
| CSPFX | SMCWX | CSPFX / SMCWX | |
| Total Expense Ratio | 1.14 | 1.04 | 110% |
| Annual Report Gross Expense Ratio | 1.14 | 1.04 | 110% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | -8.987 | -9.868 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 66.1B | 100% |
| Annual Yield % from dividends | 0.79 | 0.64 | 123% |
| Returns for 1 year | -3.86 | -5.43 | 71% |
| Returns for 3 years | -3.90 | -6.08 | 64% |
| Returns for 5 years | 25.36 | 23.12 | 110% |
| Returns for 10 years | 28.99 | 25.21 | 115% |
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