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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$15.22
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets21.5M
American Funds SMALLCAP World F3
Price$71.56
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets75.3B
CSPIX vs SFCWX Comparison Chart
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CSPIX vs. SFCWX commentary
Jun 07, 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 CSPIX is a Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. CSPIX (21.5M). CSPIX pays higher dividends than SFCWX: CSPIX (1.18) vs SFCWX (0.96). CSPIX was incepted earlier than SFCWX: CSPIX (16 years) vs SFCWX (8 years). CSPIX (1.82) is less costly to investors than SFCWX (0.65). CSPIX is a more actively managed with annual turnover of: 46.00 vs. SFCWX (32.00). CSPIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 5.16 vs. CSPIX (3.33). SFCWX return over 5 years is better than : 19.96 vs. CSPIX (9.90).
| CSPIX | SFCWX | CSPIX / SFCWX | |
| Total Expense Ratio | 1.06 | 0.65 | 163% |
| Annual Report Gross Expense Ratio | 1.82 | 0.65 | 280% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 3.131 | 3.906 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 75.3B | 0% |
| Annual Yield % from dividends | 1.18 | 0.96 | 123% |
| Returns for 1 year | 3.33 | 5.16 | 64% |
| Returns for 3 years | 8.09 | 17.81 | 45% |
| Returns for 5 years | 9.90 | 19.96 | 50% |
| Returns for 10 years | -11.60 | N/A | - |
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