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CSMAX vs CSPAX
CSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAX
Calvert Global Small-Cap Equity A
Price$12.79
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets18.65M
American Funds SMALLCAP World 529A
Price$75.03
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
CSMAX vs CSPAX Comparison Chart in %
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CSMAX vs. CSPAX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. CSMAX (18.6M). CSMAX pays higher dividends than CSPAX: CSMAX (1.84) vs CSPAX (0.70). 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 : 15.48 vs. CSMAX (-5.82). CSPAX return over 5 years is better than : -5.07 vs. CSMAX (-20.39).
| 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 | 3.731 | 4.194 | 89% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 82.4B | 0% |
| Annual Yield % from dividends | 1.84 | 0.70 | 264% |
| Returns for 1 year | -5.82 | 15.48 | -38% |
| Returns for 3 years | -0.37 | 29.35 | -1% |
| Returns for 5 years | -20.39 | -5.07 | 402% |
| Returns for 10 years | 35.64 | 98.97 | 36% |
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