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CSQCX vs FSWFX
CSQCX vs FSWFX Comparison
Open Charts CSQCX vs FSWFX
Calvert Global Small-Cap Equity C
Price$9.68
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
CSQCX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. CSQCX (21.8M). CSQCX (0.88) and FSWFX (0.85) have matching dividends . CSQCX was incepted earlier than FSWFX: CSQCX (23 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 : 10.68 vs. CSQCX (2.28).
| CSQCX | FSWFX | CSQCX / FSWFX | |
| Total Expense Ratio | 2.06 | 0.76 | 271% |
| Annual Report Gross Expense Ratio | 2.82 | 0.76 | 371% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 4.536 | 8.746 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 79.1B | 0% |
| Annual Yield % from dividends | 0.88 | 0.85 | 104% |
| Returns for 1 year | 2.28 | 10.68 | 21% |
| Returns for 3 years | 12.49 | 36.18 | 35% |
| Returns for 5 years | -0.23 | N/A | - |
| Returns for 10 years | -34.46 | N/A | - |
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