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CSPEX vs SFCWX
CSPEX vs SFCWX Comparison
Open Charts CSPEX vs SFCWX
American Funds SMALLCAP World 529E
Price$65.26
Change-$1.04 (-1.57%)
VolumeN/A
Net Assets75.47B
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
CSPEX vs SFCWX Comparison Chart
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CSPEX vs. SFCWX commentary
Jun 16, 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 (75.5B) and SFCWX (75.5B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPEX: SFCWX (0.96) vs CSPEX (0.40). CSPEX was incepted earlier than SFCWX: CSPEX (23 years) vs SFCWX (8 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 : 5.19 vs. CSPEX (4.57). SFCWX return over 5 years is better than : 24.23 vs. CSPEX (19.91).
| 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 | 8 years | - |
| Gain YTD | 3.314 | 3.590 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 75.5B | 100% |
| Annual Yield % from dividends | 0.40 | 0.96 | 41% |
| Returns for 1 year | 4.57 | 5.19 | 88% |
| Returns for 3 years | 29.23 | 31.20 | 94% |
| Returns for 5 years | 19.91 | 24.23 | 82% |
| Returns for 10 years | 33.68 | N/A | - |
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