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CSPIX vs SMCWX
CSPIX vs SMCWX Comparison
Open Charts CSPIX vs SMCWX
Calvert Global Small-Cap Equity I
Price$14.80
Change-$0.21 (-1.40%)
VolumeN/A
Net Assets22.74M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
CSPIX vs SMCWX Comparison Chart
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CSPIX vs. SMCWX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. CSPIX (22.7M). 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 : 1.53 vs. CSPIX (0.60). SMCWX return over 5 years is better than : 12.97 vs. CSPIX (-0.13).
| 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 | 0.749 | 0.119 | 631% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7M | 74.4B | 0% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | 0.60 | 1.53 | 39% |
| Returns for 3 years | -3.08 | 1.16 | -265% |
| Returns for 5 years | -0.13 | 12.97 | -1% |
| Returns for 10 years | -15.12 | 44.71 | -34% |
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