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CSQCX vs SMCWX
CSQCX vs SMCWX Comparison
Open Charts CSQCX vs SMCWX
Calvert Global Small-Cap Equity C
Price$9.48
Change+$0.09 (+0.96%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World A
Price$74.58
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets80.75B
CSQCX vs SMCWX Comparison Chart in %
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CSQCX vs. SMCWX 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.8B vs. CSQCX (21.5M). CSQCX pays higher dividends than SMCWX: CSQCX (0.87) vs SMCWX (0.57). CSQCX was incepted earlier than SMCWX: CSQCX (24 years) vs SMCWX (35 years). CSQCX (2.82) is less costly to investors than SMCWX (1.04). CSQCX is a more actively managed with annual turnover of: 46.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than CSQCX: SMCWX (250) vs CSQCX (1000). SMCWX annual gain was more profitable for investors over the last year : 5.79 vs. CSQCX (-8.11). SMCWX return over 5 years is better than : 16.45 vs. CSQCX (-6.11).
| CSQCX | SMCWX | CSQCX / SMCWX | |
| Total Expense Ratio | 2.06 | 1.04 | 198% |
| Annual Report Gross Expense Ratio | 2.82 | 1.04 | 271% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 2.376 | 10.707 | 22% |
| Front Load | N/A | 6% | - |
| 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 | 0.57 | 152% |
| Returns for 1 year | -8.11 | 5.79 | -140% |
| Returns for 3 years | 19.34 | 45.43 | 43% |
| Returns for 5 years | -6.11 | 16.45 | -37% |
| Returns for 10 years | -27.36 | 71.06 | -39% |