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CSMAX vs CSPFX
CSMAX vs CSPFX Comparison
Open Charts CSMAX vs CSPFX
Calvert Global Small-Cap Equity A
Price$14.70
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World 529F
Price$73.86
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
CSMAX vs CSPFX Comparison Chart in %
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CSMAX vs. CSPFX commentary
Jul 07, 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 CSPFX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.1B vs. CSMAX (21.8M). CSMAX pays higher dividends than CSPFX: CSMAX (0.96) vs CSPFX (0.72). 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 : 10.53 vs. CSMAX (5.37). CSPFX return over 5 years is better than : 22.68 vs. CSMAX (13.82).
| 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 | 4.925 | 8.669 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 79.1B | 0% |
| Annual Yield % from dividends | 0.96 | 0.72 | 134% |
| Returns for 1 year | 5.37 | 10.53 | 51% |
| Returns for 3 years | 19.55 | 35.60 | 55% |
| Returns for 5 years | 13.82 | 22.68 | 61% |
| Returns for 10 years | -12.73 | 50.72 | -25% |
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