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CSPIX vs FSWFX
CSPIX vs FSWFX Comparison
Open Charts CSPIX vs FSWFX
Calvert Global Small-Cap Equity I
Price$14.95
Change-$0.24 (-1.58%)
VolumeN/A
Net Assets21.5M
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets76.67B
CSPIX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.7B vs. CSPIX (21.5M). CSPIX pays higher dividends than FSWFX: CSPIX (1.18) vs FSWFX (0.87). CSPIX was incepted earlier than FSWFX: CSPIX (16 years) vs FSWFX (5 years). CSPIX (1.82) is less costly to investors than FSWFX (0.76). CSPIX is a more actively managed with annual turnover of: 46.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CSPIX: FSWFX (250) vs CSPIX (1000000). FSWFX annual gain was more profitable for investors over the last year : 5.03 vs. CSPIX (2.65).
| CSPIX | FSWFX | CSPIX / FSWFX | |
| Total Expense Ratio | 1.06 | 0.76 | 139% |
| Annual Report Gross Expense Ratio | 1.82 | 0.76 | 239% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 1.770 | 3.505 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 76.7B | 0% |
| Annual Yield % from dividends | 1.18 | 0.87 | 137% |
| Returns for 1 year | 2.65 | 5.03 | 53% |
| Returns for 3 years | 19.34 | 31.16 | 62% |
| Returns for 5 years | 15.56 | N/A | - |
| Returns for 10 years | -14.16 | N/A | - |
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