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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets20.96M
American Funds SMALLCAP World F3
Price$77.69
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets82.15B
CSPIX vs SFCWX Comparison Chart in %
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CSPIX vs. SFCWX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.2B vs. CSPIX (21M). CSPIX pays higher dividends than SFCWX: CSPIX (1.17) vs SFCWX (0.90). CSPIX was incepted earlier than SFCWX: CSPIX (16 years) vs SFCWX (9 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 : 9.40 vs. CSPIX (-2.30). SFCWX return over 5 years is better than : 13.68 vs. CSPIX (4.34).
| 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 | 9 years | - |
| Gain YTD | 4.152 | 12.843 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 82.2B | 0% |
| Annual Yield % from dividends | 1.17 | 0.90 | 130% |
| Returns for 1 year | -2.30 | 9.40 | -24% |
| Returns for 3 years | 26.69 | 45.75 | 58% |
| Returns for 5 years | 4.34 | 13.68 | 32% |
| Returns for 10 years | -4.00 | N/A | - |
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