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CSMAX vs RSLFX
CSMAX vs RSLFX Comparison
Open Charts CSMAX vs RSLFX
Calvert Global Small-Cap Equity A
Price$14.25
Change-$0.23 (-1.59%)
VolumeN/A
Net Assets21.5M
American Funds SMALLCAP World R5
Price$73.30
Change-$1.16 (-1.56%)
VolumeN/A
Net Assets75.47B
CSMAX vs RSLFX Comparison Chart
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CSMAX vs. RSLFX 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 RSLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 75.5B vs. CSMAX (21.5M). CSMAX pays higher dividends than RSLFX: CSMAX (0.97) vs RSLFX (0.88). CSMAX was incepted earlier than RSLFX: CSMAX (23 years) vs RSLFX (23 years). CSMAX (2.07) is less costly to investors than RSLFX (0.70). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSLFX (32.00). RSLFX has a lower initial minimum investment than CSMAX: RSLFX (250) vs CSMAX (1000). RSLFX annual gain was more profitable for investors over the last year : 5.15 vs. CSMAX (2.22). RSLFX return over 5 years is better than : 24.35 vs. CSMAX (13.62).
| CSMAX | RSLFX | CSMAX / RSLFX | |
| Total Expense Ratio | 1.31 | 0.70 | 187% |
| Annual Report Gross Expense Ratio | 2.07 | 0.70 | 296% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 1.713 | 3.580 | 48% |
| 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 | 0.88 | 111% |
| Returns for 1 year | 2.22 | 5.15 | 43% |
| Returns for 3 years | 18.45 | 31.09 | 59% |
| Returns for 5 years | 13.62 | 24.35 | 56% |
| Returns for 10 years | -17.68 | 44.08 | -40% |
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