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CSPIX vs SMCWX
CSPIX vs SMCWX Comparison
Open Charts CSPIX vs SMCWX
Calvert Global Small-Cap Equity I
Price$15.47
Change-$0.47 (-2.95%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
CSPIX vs SMCWX Comparison Chart
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CSPIX vs. SMCWX commentary
Dec 19, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. CSPIX (26M). CSPIX pays higher dividends than SMCWX: CSPIX (0.82) vs SMCWX (0.61). CSPIX was incepted earlier than SMCWX: CSPIX (15 years) vs SMCWX (35 years). SMCWX has a lower initial minimum investment than CSPIX: SMCWX (250) vs CSPIX (1000000). CSPIX annual gain was more profitable for investors over the last year : 10.64 vs. SMCWX (8.61). SMCWX return over 5 years is better than : 16.64 vs. CSPIX (6.13).
| CSPIX | SMCWX | CSPIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 35 years | - |
| Gain YTD | 8.210 | 6.128 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 76.3B | 0% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | 10.64 | 8.61 | 124% |
| Returns for 3 years | -14.92 | -8.09 | 184% |
| Returns for 5 years | 6.13 | 16.64 | 37% |
| Returns for 10 years | -5.33 | 41.97 | -13% |
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