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CSMAX vs SFCWX
CSMAX vs SFCWX Comparison
Open Charts CSMAX vs SFCWX
Calvert Global Small-Cap Equity A
Price$13.96
Change-$0.16 (-1.13%)
VolumeN/A
Net Assets20.06M
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
CSMAX vs SFCWX Comparison Chart in %
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CSMAX vs. SFCWX commentary
Nov 15, 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: 81.8B vs. CSMAX (20.1M). CSMAX pays higher dividends than SFCWX: CSMAX (0.99) vs SFCWX (0.90). 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 : 6.99 vs. CSMAX (-7.61). SFCWX return over 5 years is better than : 7.29 vs. CSMAX (-6.85).
| 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 | -0.357 | 10.286 | -3% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 81.8B | 0% |
| Annual Yield % from dividends | 0.99 | 0.90 | 110% |
| Returns for 1 year | -7.61 | 6.99 | -109% |
| Returns for 3 years | 8.49 | 31.03 | 27% |
| Returns for 5 years | -6.85 | 7.29 | -94% |
| Returns for 10 years | -12.37 | N/A | - |
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