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CSQCX vs SFCWX
CSQCX vs SFCWX Comparison
Open Charts CSQCX vs SFCWX
Calvert Global Small-Cap Equity C
Price$9.29
Change+$0.07 (+0.76%)
VolumeN/A
Net Assets19.86M
American Funds SMALLCAP World F3
Price$77.84
Change-$0.21 (-0.27%)
VolumeN/A
Net Assets83.25B
CSQCX vs SFCWX Comparison Chart in %
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CSQCX vs. SFCWX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 83.3B vs. CSQCX (19.9M). CSQCX (0.90) and SFCWX (0.88) 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 : 7.00 vs. CSQCX (-11.79). SFCWX return over 5 years is better than : 4.29 vs. CSQCX (-20.07).
| 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 | -0.216 | 13.366 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9M | 83.3B | 0% |
| Annual Yield % from dividends | 0.90 | 0.88 | 102% |
| Returns for 1 year | -11.79 | 7.00 | -168% |
| Returns for 3 years | -1.14 | 31.42 | -4% |
| Returns for 5 years | -20.07 | 4.29 | -467% |
| Returns for 10 years | 4.15 | N/A | - |
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