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CSPFX vs SFCWX
CSPFX vs SFCWX Comparison
Open Charts CSPFX vs SFCWX
American Funds SMALLCAP World 529F
Price$75.99
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets81.4B
American Funds SMALLCAP World F3
Price$77.09
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets81.4B
CSPFX vs SFCWX Comparison Chart in %
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CSPFX vs. SFCWX commentary
Sep 08, 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 SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX (81.4B) and SFCWX (81.4B) have equal amount of cash in the bank . SFCWX pays higher dividends than CSPFX: SFCWX (0.91) vs CSPFX (0.70). CSPFX was incepted earlier than SFCWX: CSPFX (23 years) vs SFCWX (9 years). CSPFX (1.14) is less costly to investors than SFCWX (0.65). CSPFX (32.00) and SFCWX (32.00) have comparable annual turnover. CSPFX has a lower initial minimum investment than SFCWX: CSPFX (250) vs SFCWX (1000000). SFCWX (12.77) and CSPFX (12.49) have marching annual gain over last year. SFCWX return over 5 years is better than : 20.00 vs. CSPFX (18.93).
| CSPFX | SFCWX | CSPFX / SFCWX | |
| Total Expense Ratio | 1.14 | 0.65 | 175% |
| Annual Report Gross Expense Ratio | 1.14 | 0.65 | 175% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 11.802 | 11.971 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 81.4B | 100% |
| Annual Yield % from dividends | 0.70 | 0.91 | 77% |
| Returns for 1 year | 12.49 | 12.77 | 98% |
| Returns for 3 years | 37.40 | 37.96 | 99% |
| Returns for 5 years | 18.93 | 20.00 | 95% |
| Returns for 10 years | 65.06 | N/A | - |
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