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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$15.81
Change-$0.12 (-0.75%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$70.45
Change-$0.87 (-1.22%)
VolumeN/A
CapitalizationN/A
CSPIX vs SFCWX Comparison Chart
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CSPIX vs. SFCWX commentary
Nov 18, 2024
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: 74.7B vs. CSPIX (24.5M). 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. CSPIX annual gain was more profitable for investors over the last year : 17.78 vs. SFCWX (16.40). SFCWX return over 5 years is better than : 21.04 vs. CSPIX (8.05).
| 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 | 6.393 | 4.062 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 74.7B | 0% |
| Annual Yield % from dividends | 0.82 | 0.95 | 87% |
| Returns for 1 year | 17.78 | 16.40 | 108% |
| Returns for 3 years | -20.58 | -25.13 | 82% |
| Returns for 5 years | 8.05 | 21.04 | 38% |
| Returns for 10 years | -13.83 | N/A | - |
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