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CSPAX vs CSPIX
CSPAX vs CSPIX Comparison
Open Charts CSPAX vs CSPIX
American Funds SMALLCAP World 529A
Price$75.03
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
Calvert Global Small-Cap Equity I
Price$13.50
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets18.65M
CSPAX vs CSPIX Comparison Chart in %
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CSPAX vs. CSPIX commentary
Jan 15, 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 CSPAX is a Hold and CSPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. CSPIX (18.6M). CSPIX pays higher dividends than CSPAX: CSPIX (2.02) vs CSPAX (0.70). CSPAX was incepted earlier than CSPIX: CSPAX (24 years) vs CSPIX (16 years). CSPIX (1.82) is less costly to investors than CSPAX (1.04). 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 : 15.48 vs. CSPIX (-5.02). CSPAX return over 5 years is better than : -5.07 vs. CSPIX (-18.36).
| CSPAX | CSPIX | CSPAX / CSPIX | |
| Total Expense Ratio | 1.04 | 1.06 | 98% |
| Annual Report Gross Expense Ratio | 1.04 | 1.82 | 57% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 4.194 | 3.766 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 18.6M | 443,011% |
| Annual Yield % from dividends | 0.70 | 2.02 | 34% |
| Returns for 1 year | 15.48 | -5.02 | -308% |
| Returns for 3 years | 29.35 | 1.23 | 2,392% |
| Returns for 5 years | -5.07 | -18.36 | 28% |
| Returns for 10 years | 98.97 | 41.10 | 241% |
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