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CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$14.67
Change-$0.16 (-1.08%)
VolumeN/A
Net Assets20.06M
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
CSPIX vs SFCWX Comparison Chart in %
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CSPIX vs. SFCWX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.8B vs. CSPIX (20.1M). CSPIX pays higher dividends than SFCWX: CSPIX (1.20) vs SFCWX (0.90). 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 : 7.88 vs. CSPIX (-6.48). SFCWX return over 5 years is better than : 9.26 vs. CSPIX (-4.16).
| 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 | 0.953 | 12.305 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 81.8B | 0% |
| Annual Yield % from dividends | 1.20 | 0.90 | 134% |
| Returns for 1 year | -6.48 | 7.88 | -82% |
| Returns for 3 years | 9.48 | 32.00 | 30% |
| Returns for 5 years | -4.16 | 9.26 | -45% |
| Returns for 10 years | -6.61 | N/A | - |
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