Interact to see
Advertisement
Advertisement
CSPCX vs SCWFX
CSPCX vs SCWFX Comparison
Open Charts CSPCX vs SCWFX
American Funds SMALLCAP World 529C
Price$62.06
Change+$0.45 (+0.73%)
VolumeN/A
Net Assets81.4B
American Funds SMALLCAP World F1
Price$73.99
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
CSPCX vs SCWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPCX vs. SCWFX commentary
Sep 08, 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 CSPCX is a StrongBuy and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPCX (81.4B) and SCWFX (81.4B) have equal amount of cash in the bank . SCWFX pays higher dividends than CSPCX: SCWFX (0.53) vs CSPCX (0.00). CSPCX was incepted earlier than SCWFX: CSPCX (24 years) vs SCWFX (25 years). CSPCX (1.84) is less costly to investors than SCWFX (1.08). CSPCX (32.00) and SCWFX (32.00) have comparable annual turnover. CSPCX (250) and SCWFX (250) have matching initial minimum investment requirements. SCWFX annual gain was more profitable for investors over the last year : 12.29 vs. CSPCX (11.46). SCWFX return over 5 years is better than : 17.50 vs. CSPCX (11.20).
| CSPCX | SCWFX | CSPCX / SCWFX | |
| Total Expense Ratio | 1.84 | 1.08 | 170% |
| Annual Report Gross Expense Ratio | 1.84 | 1.08 | 170% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 11.099 | 11.656 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 81.4B | 100% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 11.46 | 12.29 | 93% |
| Returns for 3 years | 33.61 | 36.64 | 92% |
| Returns for 5 years | 11.20 | 17.50 | 64% |
| Returns for 10 years | 43.13 | 60.59 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement