Interact to see
Advertisement
Advertisement
CSMAX vs CSPAX
CSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAX
Calvert Global Small-Cap Equity A
Price$14.81
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World 529A
Price$74.27
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets81.4B
CSMAX vs CSPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMAX vs. CSPAX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. CSMAX (21.5M). CSMAX pays higher dividends than CSPAX: CSMAX (0.95) vs CSPAX (0.56). 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 : 14.60 vs. CSMAX (2.10). CSPAX return over 5 years is better than : 18.30 vs. CSMAX (7.71).
| 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 | 5.710 | 12.111 | 47% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 81.4B | 0% |
| Annual Yield % from dividends | 0.95 | 0.56 | 169% |
| Returns for 1 year | 2.10 | 14.60 | 14% |
| Returns for 3 years | 15.81 | 31.41 | 50% |
| Returns for 5 years | 7.71 | 18.30 | 42% |
| Returns for 10 years | -5.41 | 61.08 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement