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CSPIX vs SMCWX
CSPIX vs SMCWX Comparison
Open Charts CSPIX vs SMCWX
Calvert Global Small-Cap Equity I
Price$14.89
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets22.37M
American Funds SMALLCAP World A
Price$68.24
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
CSPIX vs SMCWX Comparison Chart
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CSPIX vs. SMCWX commentary
Jan 19, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.1B vs. CSPIX (22.4M). 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 annual gain was more profitable for investors over the last year : 7.80 vs. CSPIX (4.29). SMCWX return over 5 years is better than : 14.05 vs. CSPIX (0.01).
| 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 | 1.361 | 1.261 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 75.1B | 0% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | 4.29 | 7.80 | 55% |
| Returns for 3 years | -6.34 | -4.62 | 137% |
| Returns for 5 years | 0.01 | 14.05 | 0% |
| Returns for 10 years | -9.30 | 54.47 | -17% |