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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$15.25
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World F3
Price$75.68
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
CSPIX vs SFCWX Comparison Chart in %
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CSPIX vs. SFCWX commentary
Aug 18, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.3B vs. CSPIX (21.1M). CSPIX pays higher dividends than SFCWX: CSPIX (1.19) vs SFCWX (0.94). CSPIX was incepted earlier than SFCWX: CSPIX (16 years) vs SFCWX (9 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 : 10.67 vs. CSPIX (-0.03). SFCWX return over 5 years is better than : 17.32 vs. CSPIX (6.55).
| CSPIX | SFCWX | CSPIX / SFCWX | |
| Total Expense Ratio | 1.06 | 0.65 | 163% |
| Annual Report Gross Expense Ratio | 1.82 | 0.65 | 280% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 3.812 | 9.923 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 80.3B | 0% |
| Annual Yield % from dividends | 1.19 | 0.94 | 127% |
| Returns for 1 year | -0.03 | 10.67 | -0% |
| Returns for 3 years | 6.93 | 22.71 | 31% |
| Returns for 5 years | 6.55 | 17.32 | 38% |
| Returns for 10 years | -8.77 | N/A | - |
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