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CSQCX vs SMCFX
CSQCX vs SMCFX Comparison
Open Charts CSQCX vs SMCFX
Calvert Global Small-Cap Equity C
Price$9.48
Change+$0.09 (+0.96%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World F2
Price$76.90
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.75B
CSQCX vs SMCFX Comparison Chart in %
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CSQCX vs. SMCFX commentary
Sep 29, 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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.8B vs. CSQCX (21.5M). CSQCX pays higher dividends than SMCFX: CSQCX (0.87) vs SMCFX (0.81). CSQCX was incepted earlier than SMCFX: CSQCX (24 years) vs SMCFX (17 years). CSQCX (2.82) is less costly to investors than SMCFX (0.76). CSQCX is a more actively managed with annual turnover of: 46.00 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than CSQCX: SMCFX (250) vs CSQCX (1000). SMCFX annual gain was more profitable for investors over the last year : 6.06 vs. CSQCX (-8.11). SMCFX return over 5 years is better than : 18.07 vs. CSQCX (-6.11).
| CSQCX | SMCFX | CSQCX / SMCFX | |
| Total Expense Ratio | 2.06 | 0.76 | 271% |
| Annual Report Gross Expense Ratio | 2.82 | 0.76 | 371% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 2.376 | 10.910 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 80.8B | 0% |
| Annual Yield % from dividends | 0.87 | 0.81 | 108% |
| Returns for 1 year | -8.11 | 6.06 | -134% |
| Returns for 3 years | 19.34 | 46.32 | 42% |
| Returns for 5 years | -6.11 | 18.07 | -34% |
| Returns for 10 years | -27.36 | 75.84 | -36% |
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