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CSQCX vs FSWFX
CSQCX vs FSWFX Comparison
Open Charts CSQCX vs FSWFX
Calvert Global Small-Cap Equity C
Price$9.72
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World 529-F-2
Price$75.42
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets80.76B
CSQCX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.8B vs. CSQCX (21.1M). CSQCX pays higher dividends than FSWFX: CSQCX (0.90) vs FSWFX (0.85). CSQCX was incepted earlier than FSWFX: CSQCX (24 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 : 9.99 vs. CSQCX (-3.64).
| CSQCX | FSWFX | CSQCX / FSWFX | |
| Total Expense Ratio | 2.06 | 0.76 | 271% |
| Annual Report Gross Expense Ratio | 2.82 | 0.76 | 371% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 5.184 | 11.587 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 80.8B | 0% |
| Annual Yield % from dividends | 0.90 | 0.85 | 106% |
| Returns for 1 year | -3.64 | 9.99 | -36% |
| Returns for 3 years | 10.03 | 32.91 | 30% |
| Returns for 5 years | -7.61 | N/A | - |
| Returns for 10 years | -29.33 | N/A | - |
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