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CSPEX vs SCWFX
CSPEX vs SCWFX Comparison
Open Charts CSPEX vs SCWFX
American Funds SMALLCAP World 529E
Price$70.44
Change+$0.50 (+0.71%)
VolumeN/A
Net Assets81.4B
American Funds SMALLCAP World F1
Price$73.99
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
CSPEX vs SCWFX Comparison Chart in %
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CSPEX 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 CSPEX is a StrongBuy and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPEX (81.4B) and SCWFX (81.4B) have equal amount of cash in the bank . SCWFX pays higher dividends than CSPEX: SCWFX (0.53) vs CSPEX (0.40). CSPEX was incepted earlier than SCWFX: CSPEX (24 years) vs SCWFX (25 years). CSPEX (1.25) is less costly to investors than SCWFX (1.08). CSPEX (32.00) and SCWFX (32.00) have comparable annual turnover. CSPEX (250) and SCWFX (250) have matching initial minimum investment requirements. SCWFX (12.29) and CSPEX (12.07) have marching annual gain over last year. SCWFX return over 5 years is better than : 17.50 vs. CSPEX (15.83).
| CSPEX | SCWFX | CSPEX / SCWFX | |
| Total Expense Ratio | 1.25 | 1.08 | 116% |
| Annual Report Gross Expense Ratio | 1.25 | 1.08 | 116% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 11.515 | 11.656 | 99% |
| 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 | 0.40 | 0.53 | 75% |
| Returns for 1 year | 12.07 | 12.29 | 98% |
| Returns for 3 years | 35.89 | 36.64 | 98% |
| Returns for 5 years | 15.83 | 17.50 | 90% |
| Returns for 10 years | 55.96 | 60.59 | 92% |
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