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CSMAX vs CSPFX
CSMAX vs CSPFX Comparison
Open Charts CSMAX vs CSPFX
Calvert Global Small-Cap Equity A
Price$14.25
Change-$0.23 (-1.59%)
VolumeN/A
Net Assets21.5M
American Funds SMALLCAP World 529F
Price$70.33
Change-$1.12 (-1.57%)
VolumeN/A
Net Assets75.47B
CSMAX vs CSPFX Comparison Chart
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CSMAX vs. CSPFX commentary
Jun 15, 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 Hold and CSPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 75.5B vs. CSMAX (21.5M). CSMAX pays higher dividends than CSPFX: CSMAX (0.97) vs CSPFX (0.73). CSMAX was incepted earlier than CSPFX: CSMAX (23 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 : 4.93 vs. CSMAX (2.22). CSPFX return over 5 years is better than : 23.11 vs. CSMAX (13.62).
| CSMAX | CSPFX | CSMAX / CSPFX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 2.07 | 1.14 | 182% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 1.713 | 3.475 | 49% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 75.5B | 0% |
| Annual Yield % from dividends | 0.97 | 0.73 | 134% |
| Returns for 1 year | 2.22 | 4.93 | 45% |
| Returns for 3 years | 18.45 | 30.67 | 60% |
| Returns for 5 years | 13.62 | 23.11 | 59% |
| Returns for 10 years | -17.68 | 41.48 | -43% |
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