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CSMAX vs CSPAX
CSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAX
Calvert Global Small-Cap Equity A
Price$12.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets19.86M
American Funds SMALLCAP World 529A
Price$73.08
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets82.31B
CSMAX vs CSPAX Comparison Chart in %
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CSMAX vs. CSPAX commentary
Dec 26, 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 CSMAX is a Buy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. CSMAX (19.9M). CSMAX pays higher dividends than CSPAX: CSMAX (0.99) vs CSPAX (0.55). CSMAX was incepted earlier than CSPAX: CSMAX (24 years) vs CSPAX (24 years). CSMAX (2.07) is less costly to investors than CSPAX (1.04). CSMAX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX has a lower initial minimum investment than CSMAX: CSPAX (250) vs CSMAX (1000). CSPAX annual gain was more profitable for investors over the last year : 9.03 vs. CSMAX (-11.71). CSPAX return over 5 years is better than : -5.80 vs. CSMAX (-21.90).
| CSMAX | CSPAX | CSMAX / CSPAX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 2.07 | 1.04 | 199% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -10.707 | 10.314 | -104% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9M | 82.3B | 0% |
| Annual Yield % from dividends | 0.99 | 0.55 | 181% |
| Returns for 1 year | -11.71 | 9.03 | -130% |
| Returns for 3 years | 1.82 | 34.42 | 5% |
| Returns for 5 years | -21.90 | -5.80 | 377% |
| Returns for 10 years | 17.01 | 70.99 | 24% |
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