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CSPAX vs CSPIX
CSPAX vs CSPIX Comparison
Open Charts CSPAX vs CSPIX
American Funds SMALLCAP World 529A
Price$75.44
Change+$1.43 (+1.93%)
VolumeN/A
Net Assets82.43B
Calvert Global Small-Cap Equity I
Price$13.41
Change-$1.59 (-10.60%)
VolumeN/A
Net Assets18.81M
CSPAX vs CSPIX Comparison Chart in %
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CSPAX vs. CSPIX commentary
Feb 04, 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 (18.8M). CSPIX pays higher dividends than CSPAX: CSPIX (1.97) vs CSPAX (0.67). 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). CSPIX is a more actively managed with annual turnover of: 51.00 vs. CSPAX (41.00). 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 : 13.19 vs. CSPIX (-8.37). CSPAX return over 5 years is better than : -7.69 vs. CSPIX (-20.01).
| 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 | 4.763 | 3.075 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 18.8M | 438,298% |
| Annual Yield % from dividends | 0.67 | 1.97 | 34% |
| Returns for 1 year | 13.19 | -8.37 | -158% |
| Returns for 3 years | 24.19 | -2.81 | -862% |
| Returns for 5 years | -7.69 | -20.01 | 38% |
| Returns for 10 years | 103.16 | 40.72 | 253% |
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