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CSQCX vs SFCWX
CSQCX vs SFCWX Comparison
Open Charts CSQCX vs SFCWX
Calvert Global Small-Cap Equity C
Price$8.68
Change+$0.56 (+6.90%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World F3
Price$62.03
Change+$4.08 (+7.04%)
VolumeN/A
Net Assets62.43B
CSQCX vs SFCWX Comparison Chart
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CSQCX vs. SFCWX commentary
Apr 11, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 62.4B vs. CSQCX (20.9M). SFCWX pays higher dividends than CSQCX: SFCWX (1.04) vs CSQCX (0.93). 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 (-16.02) and CSQCX (-16.48) have marching annual gain over last year. SFCWX return over 5 years is better than : 21.04 vs. CSQCX (-5.10).
| 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 | -12.311 | -15.856 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 62.4B | 0% |
| Annual Yield % from dividends | 0.93 | 1.04 | 89% |
| Returns for 1 year | -16.48 | -16.02 | 103% |
| Returns for 3 years | -19.35 | -12.35 | 157% |
| Returns for 5 years | -5.10 | 21.04 | -24% |
| Returns for 10 years | -47.55 | N/A | - |
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