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CSPFX vs SCWFX
CSPFX vs SCWFX Comparison
Open Charts CSPFX vs SCWFX
American Funds SMALLCAP World 529F
Price$75.99
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets81.4B
American Funds SMALLCAP World F1
Price$73.99
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
CSPFX vs SCWFX Comparison Chart in %
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CSPFX vs. SCWFX commentary
Sep 09, 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 CSPFX is a StrongBuy and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX (81.4B) and SCWFX (81.4B) have equal amount of cash in the bank . CSPFX pays higher dividends than SCWFX: CSPFX (0.70) vs SCWFX (0.53). CSPFX was incepted earlier than SCWFX: CSPFX (23 years) vs SCWFX (25 years). CSPFX (1.14) is less costly to investors than SCWFX (1.08). CSPFX (32.00) and SCWFX (32.00) have comparable annual turnover. CSPFX (250) and SCWFX (250) have matching initial minimum investment requirements. CSPFX (12.49) and SCWFX (12.29) have marching annual gain over last year. CSPFX return over 5 years is better than : 18.93 vs. SCWFX (17.50).
| CSPFX | SCWFX | CSPFX / SCWFX | |
| Total Expense Ratio | 1.14 | 1.08 | 106% |
| Annual Report Gross Expense Ratio | 1.14 | 1.08 | 106% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 11.802 | 11.656 | 101% |
| 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 | 0.70 | 0.53 | 131% |
| Returns for 1 year | 12.49 | 12.29 | 102% |
| Returns for 3 years | 37.40 | 36.64 | 102% |
| Returns for 5 years | 18.93 | 17.50 | 108% |
| Returns for 10 years | 65.06 | 60.59 | 107% |
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