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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$14.19
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets19.86M
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Dec 05, 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 CSMAX is a Hold and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. CSMAX (19.9M). CSMAX pays higher dividends than SFCWX: CSMAX (0.99) vs SFCWX (0.88). CSMAX was incepted earlier than SFCWX: CSMAX (24 years) vs SFCWX (9 years). CSMAX (2.07) is less costly to investors than SFCWX (0.65). CSMAX is a more actively managed with annual turnover of: 46.00 vs. SFCWX (32.00). CSMAX has a lower initial minimum investment than SFCWX: CSMAX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 7.03 vs. CSMAX (-8.80). SFCWX return over 5 years is better than : 3.84 vs. CSMAX (-9.50).
| CSMAX | SFCWX | CSMAX / SFCWX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 2.07 | 0.65 | 318% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 0.999 | 13.859 | 7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9M | 82.3B | 0% |
| Annual Yield % from dividends | 0.99 | 0.88 | 112% |
| Returns for 1 year | -8.80 | 7.03 | -125% |
| Returns for 3 years | 5.53 | 31.99 | 17% |
| Returns for 5 years | -9.50 | 3.84 | -248% |
| Returns for 10 years | 28.72 | N/A | - |
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