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CSPIX vs SMCWX
CSPIX vs SMCWX Comparison
Open Charts CSPIX vs SMCWX
Calvert Global Small-Cap Equity I
Price$16.19
Change+$0.07 (+0.43%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$71.47
Change+$0.05 (+0.07%)
VolumeN/A
CapitalizationN/A
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CSPIX vs SMCWX Comparison Chart
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CSPIX vs. SMCWX commentary
Nov 10, 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 Buy and SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 77.7B vs. CSPIX (24.5M). 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). SMCWX (25.45) and CSPIX (25.05) have marching annual gain over last year. SMCWX return over 5 years is better than : 25.00 vs. CSPIX (11.70).
| 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 | 8.950 | 7.879 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 77.7B | 0% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | 25.05 | 25.45 | 98% |
| Returns for 3 years | -19.11 | -23.22 | 82% |
| Returns for 5 years | 11.70 | 25.00 | 47% |
| Returns for 10 years | -12.77 | 44.95 | -28% |