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CSMAX vs CSPAX
CSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAX
Calvert Global Small-Cap Equity A
Price$13.96
Change-$0.16 (-1.13%)
VolumeN/A
Net Assets20.06M
American Funds SMALLCAP World 529A
Price$72.81
Change-$1.33 (-1.79%)
VolumeN/A
Net Assets81.78B
CSMAX vs CSPAX Comparison Chart in %
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CSMAX vs. CSPAX commentary
Nov 14, 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 StrongBuy and CSPAX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.8B vs. CSMAX (20.1M). 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 : 7.44 vs. CSMAX (-6.85). CSPAX return over 5 years is better than : 7.02 vs. CSMAX (-5.78).
| 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 | 0.785 | 11.914 | 7% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 81.8B | 0% |
| Annual Yield % from dividends | 0.99 | 0.55 | 179% |
| Returns for 1 year | -6.85 | 7.44 | -92% |
| Returns for 3 years | 8.58 | 30.79 | 28% |
| Returns for 5 years | -5.78 | 7.02 | -82% |
| Returns for 10 years | -10.43 | 64.78 | -16% |
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