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CSPIX vs SMCWX
CSPIX vs SMCWX Comparison
Open Charts CSPIX vs SMCWX
Calvert Global Small-Cap Equity I
Price$13.41
Change-$1.59 (-10.60%)
VolumeN/A
Net Assets18.81M
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
CSPIX vs SMCWX Comparison Chart in %
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CSPIX vs. SMCWX commentary
Feb 04, 2026
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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. CSPIX (18.8M). CSPIX pays higher dividends than SMCWX: CSPIX (1.97) vs SMCWX (0.68). CSPIX was incepted earlier than SMCWX: CSPIX (16 years) vs SMCWX (36 years). CSPIX (1.82) is less costly to investors than SMCWX (1.03). CSPIX is a more actively managed with annual turnover of: 51.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than CSPIX: SMCWX (250) vs CSPIX (1000000). SMCWX annual gain was more profitable for investors over the last year : 13.30 vs. CSPIX (-8.37). SMCWX return over 5 years is better than : -7.39 vs. CSPIX (-20.01).
| CSPIX | SMCWX | CSPIX / SMCWX | |
| Total Expense Ratio | 1.06 | 1.03 | 103% |
| Annual Report Gross Expense Ratio | 1.82 | 1.03 | 177% |
| Fund Existence | 16 years | 36 years | - |
| Gain YTD | 3.075 | 4.762 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 82.4B | 0% |
| Annual Yield % from dividends | 1.97 | 0.68 | 289% |
| Returns for 1 year | -8.37 | 13.30 | -63% |
| Returns for 3 years | -2.81 | 24.37 | -12% |
| Returns for 5 years | -20.01 | -7.39 | 271% |
| Returns for 10 years | 40.72 | 104.21 | 39% |
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