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CSQCX vs SFCWX
CSQCX vs SFCWX Comparison
Open Charts CSQCX vs SFCWX
Calvert Global Small-Cap Equity C
Price$9.57
Change+$0.06 (+0.63%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World F3
Price$74.00
Change+$0.43 (+0.58%)
VolumeN/A
Net Assets77.69B
CSQCX vs SFCWX Comparison Chart in %
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CSQCX vs. SFCWX commentary
Jul 17, 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: 77.7B vs. CSQCX (21.8M). SFCWX pays higher dividends than CSQCX: SFCWX (0.94) vs CSQCX (0.88). CSQCX was incepted earlier than SFCWX: CSQCX (23 years) vs SFCWX (8 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 : 3.64 vs. CSQCX (-5.27). SFCWX return over 5 years is better than : 19.59 vs. CSQCX (-4.32).
| 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 | 8 years | - |
| Gain YTD | 2.700 | 7.483 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 77.7B | 0% |
| Annual Yield % from dividends | 0.88 | 0.94 | 94% |
| Returns for 1 year | -5.27 | 3.64 | -145% |
| Returns for 3 years | 11.54 | 34.72 | 33% |
| Returns for 5 years | -4.32 | 19.59 | -22% |
| Returns for 10 years | -36.08 | N/A | - |