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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$14.56
Change+$0.28 (+1.96%)
VolumeN/A
Net Assets20.47M
American Funds SMALLCAP World F3
Price$67.16
Change+$1.33 (+2.02%)
VolumeN/A
Net Assets71.33B
CSPIX vs SFCWX Comparison Chart
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CSPIX vs. SFCWX commentary
May 05, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71.3B vs. CSPIX (20.5M). CSPIX pays higher dividends than SFCWX: CSPIX (1.24) vs SFCWX (1.02). 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 : 1.43 vs. CSPIX (0.45). SFCWX return over 5 years is better than : 32.90 vs. CSPIX (22.13).
| 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 | -0.885 | -2.483 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5M | 71.3B | 0% |
| Annual Yield % from dividends | 1.24 | 1.02 | 121% |
| Returns for 1 year | 0.45 | 1.43 | 32% |
| Returns for 3 years | 3.88 | 9.07 | 43% |
| Returns for 5 years | 22.13 | 32.90 | 67% |
| Returns for 10 years | -13.44 | N/A | - |
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