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CSQCX vs SFCWX
CSQCX vs SFCWX Comparison
Open Charts CSQCX vs SFCWX
Calvert Global Small-Cap Equity C
Price$9.35
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets20.96M
American Funds SMALLCAP World F3
Price$76.52
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
CSQCX vs SFCWX Comparison Chart in %
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CSQCX vs. SFCWX commentary
Oct 19, 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 CSQCX is a Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.9B vs. CSQCX (21M). SFCWX (0.90) and CSQCX (0.89) have matching dividends . CSQCX was incepted earlier than SFCWX: CSQCX (24 years) vs SFCWX (9 years). CSQCX (2.82) is less costly to investors than SFCWX (0.65). CSQCX is a more actively managed with annual turnover of: 46.00 vs. SFCWX (32.00). CSQCX has a lower initial minimum investment than SFCWX: CSQCX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 6.80 vs. CSQCX (-8.49). SFCWX return over 5 years is better than : 10.29 vs. CSQCX (-13.34).
| CSQCX | SFCWX | CSQCX / SFCWX | |
| Total Expense Ratio | 2.06 | 0.65 | 317% |
| Annual Report Gross Expense Ratio | 2.82 | 0.65 | 434% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 0.972 | 11.143 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 80.9B | 0% |
| Annual Yield % from dividends | 0.89 | 0.90 | 98% |
| Returns for 1 year | -8.49 | 6.80 | -125% |
| Returns for 3 years | 12.00 | 42.09 | 28% |
| Returns for 5 years | -13.34 | 10.29 | -130% |
| Returns for 10 years | -32.93 | N/A | - |
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