Interact to see
Advertisement
Advertisement
CSMAX vs RSEBX
CSMAX vs RSEBX Comparison
Open Charts CSMAX vs RSEBX
Calvert Global Small-Cap Equity A
Price$14.52
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World R2E
Price$71.11
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets80.31B
CSMAX vs RSEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMAX vs. RSEBX commentary
Aug 19, 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 RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 80.3B vs. CSMAX (21.1M). CSMAX pays higher dividends than RSEBX: CSMAX (0.98) vs RSEBX (0.23). CSMAX was incepted earlier than RSEBX: CSMAX (23 years) vs RSEBX (11 years). CSMAX (2.07) is less costly to investors than RSEBX (1.45). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CSMAX: RSEBX (250) vs CSMAX (1000). RSEBX annual gain was more profitable for investors over the last year : 9.79 vs. CSMAX (-0.51). RSEBX return over 5 years is better than : 12.50 vs. CSMAX (4.71).
| CSMAX | RSEBX | CSMAX / RSEBX | |
| Total Expense Ratio | 1.31 | 1.45 | 90% |
| Annual Report Gross Expense Ratio | 2.07 | 1.45 | 143% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 3.640 | 9.389 | 39% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 80.3B | 0% |
| Annual Yield % from dividends | 0.98 | 0.23 | 421% |
| Returns for 1 year | -0.51 | 9.79 | -5% |
| Returns for 3 years | 5.96 | 20.18 | 30% |
| Returns for 5 years | 4.71 | 12.50 | 38% |
| Returns for 10 years | -12.58 | 44.85 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement