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CSQCX vs SFCWX
CSQCX vs SFCWX Comparison
Open Charts CSQCX vs SFCWX
Calvert Global Small-Cap Equity C
Price$8.91
Change-$0.05 (-0.56%)
VolumeN/A
Net Assets20.06M
American Funds SMALLCAP World F3
Price$74.70
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets78.93B
CSQCX vs SFCWX Comparison Chart in %
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CSQCX vs. SFCWX 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 78.9B vs. CSQCX (20.1M). CSQCX (0.91) and SFCWX (0.90) have matching dividends . CSQCX was incepted earlier than SFCWX: CSQCX (24 years) vs SFCWX (9 years). CSQCX (2.82) is less costly to investors than SFCWX (0.65). CSQCX is a more actively managed with annual turnover of: 46.00 vs. SFCWX (32.00). 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 : 6.37 vs. CSQCX (-11.53). SFCWX return over 5 years is better than : 3.53 vs. CSQCX (-20.73).
| CSQCX | SFCWX | CSQCX / SFCWX | |
| Total Expense Ratio | 2.06 | 0.65 | 317% |
| Annual Report Gross Expense Ratio | 2.82 | 0.65 | 434% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -3.240 | 8.500 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 78.9B | 0% |
| Annual Yield % from dividends | 0.91 | 0.90 | 101% |
| Returns for 1 year | -11.53 | 6.37 | -181% |
| Returns for 3 years | -0.34 | 30.43 | -1% |
| Returns for 5 years | -20.73 | 3.53 | -587% |
| Returns for 10 years | 2.13 | N/A | - |
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