CSPIX
Price
$15.45
Change
+$0.04 (+0.26%)
Updated
Jul 25 closing price
Net Assets
21.83M
SFCWX
Price
$75.58
Change
+$0.38 (+0.51%)
Updated
Jul 25 closing price
Net Assets
79.78B
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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$15.45
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
CSPIX vs SFCWX Comparison Chart in %
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CSPIX vs. SFCWX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.8B 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 (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 : 10.24 vs. CSPIX (2.61). SFCWX return over 5 years is better than : 21.81 vs. CSPIX (12.47).
CSPIXSFCWXCSPIX / SFCWX
Total Expense Ratio1.060.65163%
Annual Report Gross Expense Ratio1.820.65280%
Fund Existence16 years9 years-
Gain YTD5.1749.77853%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets21.8M79.8B0%
Annual Yield % from dividends1.170.94124%
Returns for 1 year2.6110.2425%
Returns for 3 years16.8433.8250%
Returns for 5 years12.4721.8157%
Returns for 10 years-6.06N/A-
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