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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$14.89
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets22.37M
American Funds SMALLCAP World F3
Price$69.75
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets75.12B
CSPIX vs SFCWX Comparison Chart
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CSPIX vs. SFCWX commentary
Jan 19, 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 Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.1B vs. CSPIX (22.4M). SFCWX pays higher dividends than CSPIX: SFCWX (0.95) vs CSPIX (0.82). CSPIX was incepted earlier than SFCWX: CSPIX (15 years) vs SFCWX (8 years). CSPIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 8.20 vs. CSPIX (4.29). SFCWX return over 5 years is better than : 16.09 vs. CSPIX (0.01).
| CSPIX | SFCWX | CSPIX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 1.361 | 1.278 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 75.1B | 0% |
| Annual Yield % from dividends | 0.82 | 0.95 | 87% |
| Returns for 1 year | 4.29 | 8.20 | 52% |
| Returns for 3 years | -6.34 | -3.83 | 165% |
| Returns for 5 years | 0.01 | 16.09 | 0% |
| Returns for 10 years | -9.30 | N/A | - |
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