Interact to see
Advertisement
Advertisement
CSQCX vs FSWFX
CSQCX vs FSWFX Comparison
Open Charts CSQCX vs FSWFX
Calvert Global Small-Cap Equity C
Price$9.39
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World 529-F-2
Price$73.19
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.11B
CSQCX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. CSQCX (21.1M). CSQCX pays higher dividends than FSWFX: CSQCX (0.90) vs FSWFX (0.85). CSQCX was incepted earlier than FSWFX: CSQCX (23 years) vs FSWFX (5 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 annual gain was more profitable for investors over the last year : 14.22 vs. CSQCX (-1.50).
| 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 | 5 years | - |
| Gain YTD | 1.512 | 8.288 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 79.1B | 0% |
| Annual Yield % from dividends | 0.90 | 0.85 | 106% |
| Returns for 1 year | -1.50 | 14.22 | -11% |
| Returns for 3 years | 1.43 | 24.53 | 6% |
| Returns for 5 years | -9.30 | N/A | - |
| Returns for 10 years | -34.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement