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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-$0.01 (-0.11%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World F3
Price$74.60
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.11B
CSQCX vs SFCWX Comparison Chart in %
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CSQCX vs. SFCWX commentary
Aug 08, 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: 79.1B vs. CSQCX (21.1M). SFCWX (0.94) and CSQCX (0.90) have matching dividends . CSQCX was incepted earlier than SFCWX: CSQCX (23 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 : 14.36 vs. CSQCX (-1.50). SFCWX return over 5 years is better than : 15.63 vs. CSQCX (-9.30).
| CSQCX | SFCWX | CSQCX / SFCWX | |
| Total Expense Ratio | 2.06 | 0.65 | 317% |
| Annual Report Gross Expense Ratio | 2.82 | 0.65 | 434% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 1.512 | 8.355 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 79.1B | 0% |
| Annual Yield % from dividends | 0.90 | 0.94 | 96% |
| Returns for 1 year | -1.50 | 14.36 | -10% |
| Returns for 3 years | 1.43 | 24.52 | 6% |
| Returns for 5 years | -9.30 | 15.63 | -60% |
| Returns for 10 years | -34.70 | N/A | - |
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