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CSMAX vs CSPAX
CSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAX
Calvert Global Small-Cap Equity A
Price$12.70
Change-$1.58 (-11.06%)
VolumeN/A
Net Assets18.81M
American Funds SMALLCAP World 529A
Price$75.44
Change+$1.43 (+1.93%)
VolumeN/A
Net Assets82.43B
CSMAX vs CSPAX Comparison Chart in %
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CSMAX vs. CSPAX commentary
Feb 05, 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 StrongBuy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. CSMAX (18.8M). CSMAX pays higher dividends than CSPAX: CSMAX (1.79) vs CSPAX (0.67). 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 is a more actively managed with annual turnover of: 51.00 vs. CSPAX (41.00). 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 : 13.19 vs. CSMAX (-9.11). CSPAX return over 5 years is better than : -7.69 vs. CSMAX (-22.03).
| 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 | 3.001 | 4.763 | 63% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 82.4B | 0% |
| Annual Yield % from dividends | 1.79 | 0.67 | 266% |
| Returns for 1 year | -9.11 | 13.19 | -69% |
| Returns for 3 years | -4.31 | 24.19 | -18% |
| Returns for 5 years | -22.03 | -7.69 | 286% |
| Returns for 10 years | 35.23 | 103.16 | 34% |
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