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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$14.80
Change-$0.21 (-1.40%)
VolumeN/A
Net Assets22.74M
American Funds SMALLCAP World F3
Price$68.99
Change-$1.56 (-2.21%)
VolumeN/A
Net Assets74.42B
CSPIX vs SFCWX Comparison Chart
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CSPIX vs. SFCWX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 74.4B vs. CSPIX (22.7M). 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 : 1.92 vs. CSPIX (0.60). SFCWX return over 5 years is better than : 14.99 vs. CSPIX (-0.13).
| 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 | 0.749 | 0.174 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7M | 74.4B | 0% |
| Annual Yield % from dividends | 0.82 | 0.95 | 87% |
| Returns for 1 year | 0.60 | 1.92 | 31% |
| Returns for 3 years | -3.08 | 2.00 | -154% |
| Returns for 5 years | -0.13 | 14.99 | -1% |
| Returns for 10 years | -15.12 | N/A | - |
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