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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$13.80
Change+$0.90 (+6.98%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World F3
Price$62.03
Change+$4.08 (+7.04%)
VolumeN/A
Net Assets62.43B
CSPIX vs SFCWX Comparison Chart
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CSPIX vs. SFCWX commentary
Apr 11, 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: 62.4B vs. CSPIX (20.9M). CSPIX pays higher dividends than SFCWX: CSPIX (1.24) vs SFCWX (1.04). 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. CSPIX annual gain was more profitable for investors over the last year : -13.65 vs. SFCWX (-16.02). SFCWX return over 5 years is better than : 21.04 vs. CSPIX (10.00).
| 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 | -12.185 | -15.856 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 62.4B | 0% |
| Annual Yield % from dividends | 1.24 | 1.04 | 119% |
| Returns for 1 year | -13.65 | -16.02 | 85% |
| Returns for 3 years | -13.70 | -12.35 | 111% |
| Returns for 5 years | 10.00 | 21.04 | 48% |
| Returns for 10 years | -27.18 | N/A | - |
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