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CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
American Funds SMALLCAP World 529E
Price$69.30
Change-$1.27 (-1.80%)
VolumeN/A
Net Assets81.78B
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
CSPEX vs SFCWX Comparison Chart in %
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CSPEX vs. SFCWX commentary
Nov 14, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
CSPEX (81.8B) and SFCWX (81.8B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.90) vs CSPEX (0.39). CSPEX was incepted earlier than SFCWX: CSPEX (24 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 : 7.88 vs. CSPEX (7.23). SFCWX return over 5 years is better than : 9.26 vs. CSPEX (5.45).
| CSPEX | SFCWX | CSPEX / SFCWX | |
| Total Expense Ratio | 1.25 | 0.65 | 192% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 11.720 | 12.305 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 81.8B | 100% |
| Annual Yield % from dividends | 0.39 | 0.90 | 44% |
| Returns for 1 year | 7.23 | 7.88 | 92% |
| Returns for 3 years | 30.00 | 32.00 | 94% |
| Returns for 5 years | 5.45 | 9.26 | 59% |
| Returns for 10 years | 59.64 | N/A | - |
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