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CSPIX vs FSFWX
CSPIX vs FSFWX Comparison
Open Charts CSPIX vs FSFWX
Calvert Global Small-Cap Equity I
Price$14.22
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World 529-F-3
Price$63.94
Change+$1.11 (+1.77%)
VolumeN/A
Net Assets67.94B
CSPIX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 67.9B vs. CSPIX (20.9M). CSPIX pays higher dividends than FSFWX: CSPIX (1.24) vs FSFWX (1.02). CSPIX was incepted earlier than FSFWX: CSPIX (16 years) vs FSFWX (4 years). CSPIX (1.82) is less costly to investors than FSFWX (0.71). CSPIX is a more actively managed with annual turnover of: 46.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CSPIX: FSFWX (250) vs CSPIX (1000000). FSFWX annual gain was more profitable for investors over the last year : -1.52 vs. CSPIX (-2.59).
| CSPIX | FSFWX | CSPIX / FSFWX | |
| Total Expense Ratio | 1.06 | 0.71 | 149% |
| Annual Report Gross Expense Ratio | 1.82 | 0.71 | 256% |
| Fund Existence | 16 years | 4 years | - |
| Gain YTD | -4.152 | -5.526 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 67.9B | 0% |
| Annual Yield % from dividends | 1.24 | 1.02 | 122% |
| Returns for 1 year | -2.59 | -1.52 | 171% |
| Returns for 3 years | -3.78 | 2.48 | -152% |
| Returns for 5 years | 20.37 | N/A | - |
| Returns for 10 years | -19.07 | N/A | - |
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