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CSPIX vs SMCWX
CSPIX vs SMCWX Comparison
Open Charts CSPIX vs SMCWX
Calvert Global Small-Cap Equity I
Price$13.80
Change+$0.90 (+6.98%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World A
Price$60.64
Change+$3.99 (+7.04%)
VolumeN/A
Net Assets61.55B
CSPIX vs SMCWX Comparison Chart
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CSPIX vs. SMCWX commentary
Apr 11, 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 Buy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 61.6B vs. CSPIX (20.9M). CSPIX pays higher dividends than SMCWX: CSPIX (1.24) vs SMCWX (0.64). CSPIX was incepted earlier than SMCWX: CSPIX (16 years) vs SMCWX (35 years). CSPIX (1.82) is less costly to investors than SMCWX (1.04). CSPIX is a more actively managed with annual turnover of: 46.00 vs. SMCWX (32.00). 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 : -13.65 vs. SMCWX (-16.33). SMCWX return over 5 years is better than : 18.93 vs. CSPIX (10.00).
| CSPIX | SMCWX | CSPIX / SMCWX | |
| Total Expense Ratio | 1.06 | 1.04 | 102% |
| Annual Report Gross Expense Ratio | 1.82 | 1.04 | 175% |
| Fund Existence | 16 years | 35 years | - |
| Gain YTD | -12.185 | -15.937 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 61.6B | 0% |
| Annual Yield % from dividends | 1.24 | 0.64 | 193% |
| Returns for 1 year | -13.65 | -16.33 | 84% |
| Returns for 3 years | -13.70 | -13.08 | 105% |
| Returns for 5 years | 10.00 | 18.93 | 53% |
| Returns for 10 years | -27.18 | 16.90 | -161% |
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