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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$12.70
Change-$1.58 (-11.06%)
VolumeN/A
Net Assets18.81M
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. CSMAX (18.8M). CSMAX pays higher dividends than SFCWX: CSMAX (1.79) vs SFCWX (1.00). 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: 51.00 vs. SFCWX (41.00). 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 : 13.84 vs. CSMAX (-9.11). SFCWX return over 5 years is better than : -5.67 vs. CSMAX (-22.03).
| 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 | 3.001 | 4.814 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 82.4B | 0% |
| Annual Yield % from dividends | 1.79 | 1.00 | 179% |
| Returns for 1 year | -9.11 | 13.84 | -66% |
| Returns for 3 years | -4.31 | 25.94 | -17% |
| Returns for 5 years | -22.03 | -5.67 | 389% |
| Returns for 10 years | 35.23 | N/A | - |
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