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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$14.70
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Jul 07, 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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. CSMAX (21.8M). CSMAX (0.96) and SFCWX (0.94) have matching dividends . CSMAX was incepted earlier than SFCWX: CSMAX (23 years) vs SFCWX (8 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 : 10.80 vs. CSMAX (5.37). SFCWX return over 5 years is better than : 23.80 vs. CSMAX (13.82).
| CSMAX | SFCWX | CSMAX / SFCWX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 2.07 | 0.65 | 318% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 4.925 | 8.805 | 56% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 79.1B | 0% |
| Annual Yield % from dividends | 0.96 | 0.94 | 102% |
| Returns for 1 year | 5.37 | 10.80 | 50% |
| Returns for 3 years | 19.55 | 36.16 | 54% |
| Returns for 5 years | 13.82 | 23.80 | 58% |
| Returns for 10 years | -12.73 | N/A | - |
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