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CSQCX vs SCWFX
CSQCX vs SCWFX Comparison
Open Charts CSQCX vs SCWFX
Calvert Global Small-Cap Equity C
Price$8.91
Change-$0.05 (-0.56%)
VolumeN/A
Net Assets20.06M
American Funds SMALLCAP World F1
Price$71.64
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
CSQCX vs SCWFX Comparison Chart in %
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CSQCX vs. SCWFX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSQCX is a Hold and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 78.9B vs. CSQCX (20.1M). CSQCX pays higher dividends than SCWFX: CSQCX (0.91) vs SCWFX (0.53). CSQCX was incepted earlier than SCWFX: CSQCX (24 years) vs SCWFX (25 years). CSQCX (2.82) is less costly to investors than SCWFX (1.08). CSQCX is a more actively managed with annual turnover of: 46.00 vs. SCWFX (32.00). SCWFX has a lower initial minimum investment than CSQCX: SCWFX (250) vs CSQCX (1000). SCWFX annual gain was more profitable for investors over the last year : 5.94 vs. CSQCX (-11.53). SCWFX return over 5 years is better than : 1.37 vs. CSQCX (-20.73).
| CSQCX | SCWFX | CSQCX / SCWFX | |
| Total Expense Ratio | 2.06 | 1.08 | 191% |
| Annual Report Gross Expense Ratio | 2.82 | 1.08 | 261% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -3.240 | 8.110 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 78.9B | 0% |
| Annual Yield % from dividends | 0.91 | 0.53 | 172% |
| Returns for 1 year | -11.53 | 5.94 | -194% |
| Returns for 3 years | -0.34 | 29.19 | -1% |
| Returns for 5 years | -20.73 | 1.37 | -1,509% |
| Returns for 10 years | 2.13 | 55.52 | 4% |
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