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CSQCX vs FSWFX
CSQCX vs FSWFX Comparison
Open Charts CSQCX vs FSWFX
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-2
Price$72.61
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets77.69B
CSQCX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77.7B vs. CSQCX (21.8M). CSQCX (0.88) and FSWFX (0.85) have matching dividends . 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 : 3.53 vs. CSQCX (-5.27).
| 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 | 2.700 | 7.430 | 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 | 0.85 | 104% |
| Returns for 1 year | -5.27 | 3.53 | -149% |
| Returns for 3 years | 11.54 | 34.75 | 33% |
| Returns for 5 years | -4.32 | N/A | - |
| Returns for 10 years | -36.08 | N/A | - |
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