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CSMAX vs CSPAX
CSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAX
Calvert Global Small-Cap Equity A
Price$14.19
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets19.86M
American Funds SMALLCAP World 529A
Price$75.55
Change+$0.40 (+0.53%)
VolumeN/A
Net Assets82.31B
CSMAX vs CSPAX Comparison Chart in %
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CSMAX vs. CSPAX commentary
Dec 05, 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 Hold and CSPAX is a StrongBuy.
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 (1.06). CSMAX is a more actively managed with annual turnover of: 46.00 vs. CSPAX (32.00). 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 : 6.59 vs. CSMAX (-8.80). CSPAX return over 5 years is better than : 1.72 vs. CSMAX (-9.50).
| CSMAX | CSPAX | CSMAX / CSPAX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 2.07 | 1.06 | 195% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 0.999 | 13.439 | 7% |
| 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 | -8.80 | 6.59 | -134% |
| Returns for 3 years | 5.53 | 30.79 | 18% |
| Returns for 5 years | -9.50 | 1.72 | -553% |
| Returns for 10 years | 28.72 | 62.96 | 46% |
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