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CSQCX vs FSFWX
CSQCX vs FSFWX Comparison
Open Charts CSQCX vs FSFWX
Calvert Global Small-Cap Equity C
Price$9.57
Change+$0.06 (+0.63%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World 529-F-3
Price$72.71
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets77.69B
CSQCX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 77.7B vs. CSQCX (21.8M). FSFWX (0.92) and CSQCX (0.88) have matching dividends . CSQCX was incepted earlier than FSFWX: CSQCX (23 years) vs FSFWX (5 years). CSQCX (2.82) is less costly to investors than FSFWX (0.71). CSQCX is a more actively managed with annual turnover of: 46.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CSQCX: FSFWX (250) vs CSQCX (1000). FSFWX annual gain was more profitable for investors over the last year : 3.59 vs. CSQCX (-5.27).
| CSQCX | FSFWX | CSQCX / FSFWX | |
| Total Expense Ratio | 2.06 | 0.71 | 290% |
| Annual Report Gross Expense Ratio | 2.82 | 0.71 | 397% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 2.700 | 7.467 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 77.7B | 0% |
| Annual Yield % from dividends | 0.88 | 0.92 | 96% |
| Returns for 1 year | -5.27 | 3.59 | -147% |
| Returns for 3 years | 11.54 | 34.90 | 33% |
| Returns for 5 years | -4.32 | N/A | - |
| Returns for 10 years | -36.08 | N/A | - |