Interact to see
Advertisement
Advertisement
CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
American Funds SMALLCAP World 529E
Price$69.11
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets79.78B
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
CSPEX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPEX vs. SFCWX commentary
Jul 28, 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 SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPEX (79.8B) and SFCWX (79.8B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.94) vs CSPEX (0.41). CSPEX was incepted earlier than SFCWX: CSPEX (23 years) vs SFCWX (9 years). CSPEX (1.25) is less costly to investors than SFCWX (0.65). CSPEX (32.00) and SFCWX (32.00) have comparable annual turnover. CSPEX has a lower initial minimum investment than SFCWX: CSPEX (250) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 10.24 vs. CSPEX (9.57). SFCWX return over 5 years is better than : 21.81 vs. CSPEX (17.57).
| CSPEX | SFCWX | CSPEX / SFCWX | |
| Total Expense Ratio | 1.25 | 0.65 | 192% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.409 | 9.778 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 79.8B | 100% |
| Annual Yield % from dividends | 0.41 | 0.94 | 44% |
| Returns for 1 year | 9.57 | 10.24 | 93% |
| Returns for 3 years | 31.81 | 33.82 | 94% |
| Returns for 5 years | 17.57 | 21.81 | 81% |
| Returns for 10 years | 44.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers