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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$15.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World F3
Price$77.76
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.91B
CSPIX vs SFCWX Comparison Chart in %
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CSPIX vs. SFCWX commentary
Sep 17, 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: 81.9B vs. CSPIX (21.5M). CSPIX pays higher dividends than SFCWX: CSPIX (1.15) vs SFCWX (0.91). 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 : 10.81 vs. CSPIX (-2.04). SFCWX return over 5 years is better than : 19.01 vs. CSPIX (6.96).
| 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 | 4.425 | 12.944 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 81.9B | 0% |
| Annual Yield % from dividends | 1.15 | 0.91 | 126% |
| Returns for 1 year | -2.04 | 10.81 | -19% |
| Returns for 3 years | 19.82 | 38.93 | 51% |
| Returns for 5 years | 6.96 | 19.01 | 37% |
| Returns for 10 years | -2.63 | N/A | - |
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