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CSMAX vs CSPFX
CSMAX vs CSPFX Comparison
Open Charts CSMAX vs CSPFX
Calvert Global Small-Cap Equity A
Price$14.81
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World 529F
Price$76.29
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets81.4B
CSMAX vs CSPFX Comparison Chart in %
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CSMAX vs. CSPFX 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 CSPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 81.4B vs. CSMAX (21.5M). CSMAX pays higher dividends than CSPFX: CSMAX (0.95) vs CSPFX (0.70). CSMAX was incepted earlier than CSPFX: CSMAX (24 years) vs CSPFX (23 years). CSMAX (2.07) is less costly to investors than CSPFX (1.14). CSMAX is a more actively managed with annual turnover of: 46.00 vs. CSPFX (32.00). CSPFX has a lower initial minimum investment than CSMAX: CSPFX (250) vs CSMAX (1000). CSPFX annual gain was more profitable for investors over the last year : 14.79 vs. CSMAX (2.10). CSPFX return over 5 years is better than : 19.68 vs. CSMAX (7.71).
| CSMAX | CSPFX | CSMAX / CSPFX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 2.07 | 1.14 | 182% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 5.710 | 12.244 | 47% |
| Front Load | 5% | N/A | - |
| 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 | 0.70 | 136% |
| Returns for 1 year | 2.10 | 14.79 | 14% |
| Returns for 3 years | 15.81 | 32.09 | 49% |
| Returns for 5 years | 7.71 | 19.68 | 39% |
| Returns for 10 years | -5.41 | 65.18 | -8% |
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