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CSMAX vs RSLEX
CSMAX vs RSLEX Comparison
Open Charts CSMAX vs RSLEX
Calvert Global Small-Cap Equity A
Price$14.81
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World R4
Price$74.88
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets81.4B
CSMAX vs RSLEX Comparison Chart in %
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CSMAX vs. RSLEX 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 RSLEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 81.4B vs. CSMAX (21.5M). CSMAX pays higher dividends than RSLEX: CSMAX (0.95) vs RSLEX (0.60). CSMAX was incepted earlier than RSLEX: CSMAX (24 years) vs RSLEX (23 years). CSMAX (2.07) is less costly to investors than RSLEX (1.00). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSLEX (32.00). RSLEX has a lower initial minimum investment than CSMAX: RSLEX (250) vs CSMAX (1000). RSLEX annual gain was more profitable for investors over the last year : 12.37 vs. CSMAX (2.10). RSLEX return over 5 years is better than : 17.96 vs. CSMAX (7.71).
| CSMAX | RSLEX | CSMAX / RSLEX | |
| Total Expense Ratio | 1.31 | 1.00 | 131% |
| Annual Report Gross Expense Ratio | 2.07 | 1.00 | 207% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 5.710 | 11.718 | 49% |
| 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 | 0.60 | 157% |
| Returns for 1 year | 2.10 | 12.37 | 17% |
| Returns for 3 years | 15.81 | 36.96 | 43% |
| Returns for 5 years | 7.71 | 17.96 | 43% |
| Returns for 10 years | -5.41 | 61.73 | -9% |
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