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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$12.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets19.86M
American Funds SMALLCAP World F3
Price$76.11
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets82.31B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Dec 26, 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 Buy and SFCWX is a Hold.
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 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 : 9.28 vs. CSMAX (-11.71). SFCWX return over 5 years is better than : -4.07 vs. CSMAX (-21.90).
| 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 | -10.707 | 10.548 | -102% |
| 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 | -11.71 | 9.28 | -126% |
| Returns for 3 years | 1.82 | 35.84 | 5% |
| Returns for 5 years | -21.90 | -4.07 | 539% |
| Returns for 10 years | 17.01 | N/A | - |
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