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CSQCX vs FSWFX
CSQCX vs FSWFX Comparison
Open Charts CSQCX vs FSWFX
Calvert Global Small-Cap Equity C
Price$9.37
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets19.86M
American Funds SMALLCAP World 529-F-2
Price$78.41
Change+$0.56 (+0.72%)
VolumeN/A
Net Assets82.31B
CSQCX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. CSQCX (19.9M). CSQCX pays higher dividends than FSWFX: CSQCX (0.90) vs FSWFX (0.80). CSQCX was incepted earlier than FSWFX: CSQCX (24 years) vs FSWFX (5 years). CSQCX (2.82) is less costly to investors than FSWFX (0.76). CSQCX is a more actively managed with annual turnover of: 46.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CSQCX: FSWFX (250) vs CSQCX (1000). FSWFX annual gain was more profitable for investors over the last year : 9.32 vs. CSQCX (-10.12). FSWFX return over 5 years is better than : 4.09 vs. CSQCX (-20.03).
| CSQCX | FSWFX | CSQCX / FSWFX | |
| Total Expense Ratio | 2.06 | 0.76 | 271% |
| Annual Report Gross Expense Ratio | 2.82 | 0.76 | 371% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 1.188 | 16.011 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9M | 82.3B | 0% |
| Annual Yield % from dividends | 0.90 | 0.80 | 113% |
| Returns for 1 year | -10.12 | 9.32 | -109% |
| Returns for 3 years | 3.09 | 37.49 | 8% |
| Returns for 5 years | -20.03 | 4.09 | -490% |
| Returns for 10 years | 10.28 | N/A | - |
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