Interact to see
Advertisement
Advertisement
CSPIX vs SFCWX
CSPIX vs SFCWX Comparison
Open Charts CSPIX vs SFCWX
Calvert Global Small-Cap Equity I
Price$14.87
Change+$0.12 (+0.81%)
VolumeN/A
Net Assets19.86M
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
CSPIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPIX vs. SFCWX commentary
Dec 04, 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 Hold and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. CSPIX (19.9M). CSPIX pays higher dividends than SFCWX: CSPIX (1.19) vs SFCWX (0.88). 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 : 7.00 vs. CSPIX (-8.72). SFCWX return over 5 years is better than : 4.29 vs. CSPIX (-7.22).
| 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 | 0.681 | 13.366 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9M | 82.3B | 0% |
| Annual Yield % from dividends | 1.19 | 0.88 | 135% |
| Returns for 1 year | -8.72 | 7.00 | -125% |
| Returns for 3 years | 5.89 | 31.42 | 19% |
| Returns for 5 years | -7.22 | 4.29 | -168% |
| Returns for 10 years | 32.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers