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CSQCX vs FSWFX
CSQCX vs FSWFX Comparison
Open Charts CSQCX vs FSWFX
Calvert Global Small-Cap Equity C
Price$8.68
Change+$0.56 (+6.90%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World 529-F-2
Price$60.88
Change+$4.00 (+7.03%)
VolumeN/A
Net Assets61.55B
CSQCX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 61.6B vs. CSQCX (20.9M). FSWFX (0.94) and CSQCX (0.93) have matching dividends . CSQCX was incepted earlier than FSWFX: CSQCX (23 years) vs FSWFX (4 years). CSQCX (2.82) is less costly to investors than FSWFX (0.76). CSQCX is a more actively managed with annual turnover of: 46.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CSQCX: FSWFX (250) vs CSQCX (1000). FSWFX (-16.11) and CSQCX (-16.48) have marching annual gain over last year.
| CSQCX | FSWFX | CSQCX / FSWFX | |
| Total Expense Ratio | 2.06 | 0.76 | 271% |
| Annual Report Gross Expense Ratio | 2.82 | 0.76 | 371% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -12.311 | -15.870 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 61.6B | 0% |
| Annual Yield % from dividends | 0.93 | 0.94 | 99% |
| Returns for 1 year | -16.48 | -16.11 | 102% |
| Returns for 3 years | -19.35 | -12.34 | 157% |
| Returns for 5 years | -5.10 | N/A | - |
| Returns for 10 years | -47.55 | N/A | - |
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