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CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
American Funds SMALLCAP World 529E
Price$71.52
Change+$0.50 (+0.70%)
VolumeN/A
Net Assets82.31B
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
CSPEX vs SFCWX Comparison Chart in %
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CSPEX vs. SFCWX commentary
Dec 05, 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 (82.3B) and SFCWX (82.3B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.88) 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 : 7.03 vs. CSPEX (6.37). SFCWX return over 5 years is better than : 3.84 vs. CSPEX (0.22).
| 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 | 13.224 | 13.859 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 82.3B | 100% |
| Annual Yield % from dividends | 0.39 | 0.88 | 44% |
| Returns for 1 year | 6.37 | 7.03 | 91% |
| Returns for 3 years | 30.00 | 31.99 | 94% |
| Returns for 5 years | 0.22 | 3.84 | 6% |
| Returns for 10 years | 57.86 | N/A | - |
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