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CSQCX vs FSFWX
CSQCX vs FSFWX Comparison
Open Charts CSQCX vs FSFWX
Calvert Global Small-Cap Equity C
Price$9.17
Change-$0.10 (-1.08%)
VolumeN/A
Net Assets20.06M
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
CSQCX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. CSQCX (20.1M). CSQCX (0.91) and FSFWX (0.88) have matching dividends . CSQCX was incepted earlier than FSFWX: CSQCX (24 years) vs FSFWX (5 years). CSQCX (2.82) is less costly to investors than FSFWX (0.71). CSQCX is a more actively managed with annual turnover of: 46.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CSQCX: FSFWX (250) vs CSQCX (1000). FSFWX annual gain was more profitable for investors over the last year : 7.82 vs. CSQCX (-9.62). FSFWX return over 5 years is better than : 9.11 vs. CSQCX (-17.41).
| CSQCX | FSFWX | CSQCX / FSFWX | |
| Total Expense Ratio | 2.06 | 0.71 | 290% |
| Annual Report Gross Expense Ratio | 2.82 | 0.71 | 397% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 0.108 | 12.270 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 81.8B | 0% |
| Annual Yield % from dividends | 0.91 | 0.88 | 103% |
| Returns for 1 year | -9.62 | 7.82 | -123% |
| Returns for 3 years | 2.21 | 32.18 | 7% |
| Returns for 5 years | -17.41 | 9.11 | -191% |
| Returns for 10 years | -32.79 | N/A | - |
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