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CSPIX vs FSWFX
CSPIX vs FSWFX Comparison
Open Charts CSPIX vs FSWFX
Calvert Global Small-Cap Equity I
Price$15.43
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
CSPIX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. CSPIX (21.8M). CSPIX pays higher dividends than FSWFX: CSPIX (1.17) vs FSWFX (0.85). 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 : 10.68 vs. CSPIX (5.88).
| 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 | 5.037 | 8.746 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 79.1B | 0% |
| Annual Yield % from dividends | 1.17 | 0.85 | 138% |
| Returns for 1 year | 5.88 | 10.68 | 55% |
| Returns for 3 years | 20.53 | 36.18 | 57% |
| Returns for 5 years | 15.87 | N/A | - |
| Returns for 10 years | -8.95 | N/A | - |
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