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CSPIX vs SMCWX
CSPIX vs SMCWX Comparison
Open Charts CSPIX vs SMCWX
Calvert Global Small-Cap Equity I
Price$13.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets19.86M
American Funds SMALLCAP World A
Price$74.38
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets82.31B
CSPIX vs SMCWX Comparison Chart in %
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CSPIX vs. SMCWX commentary
Dec 26, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.3B vs. CSPIX (19.9M). CSPIX pays higher dividends than SMCWX: CSPIX (1.19) vs SMCWX (0.56). 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). 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 : 9.13 vs. CSPIX (-11.17). SMCWX return over 5 years is better than : -5.49 vs. CSPIX (-20.08).
| 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 | -10.143 | 10.410 | -97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9M | 82.3B | 0% |
| Annual Yield % from dividends | 1.19 | 0.56 | 215% |
| Returns for 1 year | -11.17 | 9.13 | -122% |
| Returns for 3 years | 3.27 | 34.63 | 9% |
| Returns for 5 years | -20.08 | -5.49 | 366% |
| Returns for 10 years | 21.49 | 71.89 | 30% |