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CSMAX vs RSLDX
CSMAX vs RSLDX Comparison
Open Charts CSMAX vs RSLDX
Calvert Global Small-Cap Equity A
Price$14.27
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets20.96M
American Funds SMALLCAP World R5E
Price$75.66
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets80.74B
CSMAX vs RSLDX Comparison Chart in %
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CSMAX vs. RSLDX commentary
Oct 16, 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 80.7B vs. CSMAX (21M). CSMAX pays higher dividends than RSLDX: CSMAX (0.97) vs RSLDX (0.78). CSMAX was incepted earlier than RSLDX: CSMAX (24 years) vs RSLDX (10 years). CSMAX (2.07) is less costly to investors than RSLDX (0.80). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than CSMAX: RSLDX (250) vs CSMAX (1000). RSLDX annual gain was more profitable for investors over the last year : 6.44 vs. CSMAX (-5.12). RSLDX return over 5 years is better than : 9.76 vs. CSMAX (-0.89).
| CSMAX | RSLDX | CSMAX / RSLDX | |
| Total Expense Ratio | 1.31 | 0.80 | 164% |
| Annual Report Gross Expense Ratio | 2.07 | 0.80 | 259% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 1.856 | 11.154 | 17% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 80.7B | 0% |
| Annual Yield % from dividends | 0.97 | 0.78 | 124% |
| Returns for 1 year | -5.12 | 6.44 | -80% |
| Returns for 3 years | 24.62 | 47.51 | 52% |
| Returns for 5 years | -0.89 | 9.76 | -9% |
| Returns for 10 years | -10.20 | N/A | - |