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CSPAX vs CSPIX
CSPAX vs CSPIX Comparison
Open Charts CSPAX vs CSPIX
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
Calvert Global Small-Cap Equity I
Price$15.25
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets21.08M
CSPAX vs CSPIX Comparison Chart in %
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CSPAX vs. CSPIX commentary
Aug 18, 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 CSPAX is a Buy and CSPIX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. CSPIX (21.1M). CSPIX pays higher dividends than CSPAX: CSPIX (1.19) vs CSPAX (0.58). CSPAX was incepted earlier than CSPIX: CSPAX (24 years) vs CSPIX (16 years). CSPIX (1.82) is less costly to investors than CSPAX (1.06). CSPIX is a more actively managed with annual turnover of: 46.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than CSPIX: CSPAX (250) vs CSPIX (1000000). CSPAX annual gain was more profitable for investors over the last year : 10.22 vs. CSPIX (-0.03). CSPAX return over 5 years is better than : 14.95 vs. CSPIX (6.55).
| CSPAX | CSPIX | CSPAX / CSPIX | |
| Total Expense Ratio | 1.06 | 1.06 | 100% |
| Annual Report Gross Expense Ratio | 1.06 | 1.82 | 58% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 9.650 | 3.812 | 253% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 21.1M | 380,569% |
| Annual Yield % from dividends | 0.58 | 1.19 | 49% |
| Returns for 1 year | 10.22 | -0.03 | -30,273% |
| Returns for 3 years | 21.60 | 6.93 | 312% |
| Returns for 5 years | 14.95 | 6.55 | 228% |
| Returns for 10 years | 50.82 | -8.77 | -580% |
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