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CSMAX vs RSLFX
CSMAX vs RSLFX Comparison
Open Charts CSMAX vs RSLFX
Calvert Global Small-Cap Equity A
Price$12.70
Change-$1.58 (-11.06%)
VolumeN/A
Net Assets18.81M
American Funds SMALLCAP World R5
Price$80.91
Change+$1.64 (+2.07%)
VolumeN/A
Net Assets82.43B
CSMAX vs RSLFX Comparison Chart in %
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CSMAX vs. RSLFX commentary
Feb 05, 2026
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 RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 82.4B vs. CSMAX (18.8M). CSMAX pays higher dividends than RSLFX: CSMAX (1.79) vs RSLFX (0.92). CSMAX was incepted earlier than RSLFX: CSMAX (24 years) vs RSLFX (24 years). CSMAX (2.07) is less costly to investors than RSLFX (0.70). CSMAX is a more actively managed with annual turnover of: 51.00 vs. RSLFX (41.00). 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 : 13.90 vs. CSMAX (-9.11). RSLFX return over 5 years is better than : -5.53 vs. CSMAX (-22.03).
| CSMAX | RSLFX | CSMAX / RSLFX | |
| Total Expense Ratio | 1.31 | 0.70 | 187% |
| Annual Report Gross Expense Ratio | 2.07 | 0.70 | 296% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.001 | 4.792 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 82.4B | 0% |
| Annual Yield % from dividends | 1.79 | 0.92 | 195% |
| Returns for 1 year | -9.11 | 13.90 | -66% |
| Returns for 3 years | -4.31 | 25.87 | -17% |
| Returns for 5 years | -22.03 | -5.53 | 398% |
| Returns for 10 years | 35.23 | 112.27 | 31% |
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