CSPIX
Price
$15.43
Change
+$0.05 (+0.33%)
Updated
Jul 3 closing price
Net Assets
21.83M
SFCWX
Price
$74.91
Change
+$0.44 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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CSPIX vs SFCWX

Header iconCSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWXBanner chart's image
Calvert Global Small-Cap Equity I
Price$15.43
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
CSPIX vs SFCWX Comparison Chart in %
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CSPIX vs. SFCWX commentary
Jul 07, 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 CSPIX is a StrongBuy and SFCWX is a Buy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. CSPIX (21.8M). CSPIX pays higher dividends than SFCWX: CSPIX (1.17) vs SFCWX (0.94). CSPIX was incepted earlier than SFCWX: CSPIX (16 years) vs SFCWX (8 years). CSPIX (1.82) is less costly to investors than SFCWX (0.65). CSPIX is a more actively managed with annual turnover of: 46.00 vs. SFCWX (32.00). CSPIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 10.80 vs. CSPIX (5.88). SFCWX return over 5 years is better than : 23.80 vs. CSPIX (15.87).
CSPIXSFCWXCSPIX / SFCWX
Total Expense Ratio1.060.65163%
Annual Report Gross Expense Ratio1.820.65280%
Fund Existence16 years8 years-
Gain YTD5.0378.80557%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets21.8M79.1B0%
Annual Yield % from dividends1.170.94124%
Returns for 1 year5.8810.8054%
Returns for 3 years20.5336.1657%
Returns for 5 years15.8723.8067%
Returns for 10 years-8.95N/A-
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