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CSQCX vs SFCWX
CSQCX vs SFCWX Comparison
Open Charts CSQCX vs SFCWX
Calvert Global Small-Cap Equity C
Price$9.39
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets22.37M
American Funds SMALLCAP World F3
Price$69.75
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets75.12B
CSQCX vs SFCWX Comparison Chart
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CSQCX vs. SFCWX commentary
Jan 19, 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.1B vs. CSQCX (22.4M). SFCWX pays higher dividends than CSQCX: SFCWX (0.95) vs CSQCX (0.29). CSQCX was incepted earlier than SFCWX: CSQCX (23 years) vs SFCWX (8 years). CSQCX has a lower initial minimum investment than SFCWX: CSQCX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 8.20 vs. CSQCX (0.91). SFCWX return over 5 years is better than : 16.09 vs. CSQCX (-13.76).
| CSQCX | SFCWX | CSQCX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 1.404 | 1.278 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 75.1B | 0% |
| Annual Yield % from dividends | 0.29 | 0.95 | 31% |
| Returns for 1 year | 0.91 | 8.20 | 11% |
| Returns for 3 years | -12.48 | -3.83 | 326% |
| Returns for 5 years | -13.76 | 16.09 | -86% |
| Returns for 10 years | -34.68 | N/A | - |
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