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CSQCX vs FSWFX
CSQCX vs FSWFX Comparison
Open Charts CSQCX vs FSWFX
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-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
CSQCX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. CSQCX (20.1M). CSQCX pays higher dividends than FSWFX: CSQCX (0.91) vs FSWFX (0.81). 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 : 7.77 vs. CSQCX (-9.62). FSWFX return over 5 years is better than : 8.80 vs. CSQCX (-17.41).
| 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 | 0.108 | 12.209 | 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 | 0.81 | 112% |
| Returns for 1 year | -9.62 | 7.77 | -124% |
| Returns for 3 years | 2.21 | 32.01 | 7% |
| Returns for 5 years | -17.41 | 8.80 | -198% |
| Returns for 10 years | -32.79 | N/A | - |
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