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CSPAX vs CSPIX
CSPAX vs CSPIX Comparison
Open Charts CSPAX vs CSPIX
American Funds SMALLCAP World 529A
Price$73.08
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets82.31B
Calvert Global Small-Cap Equity I
Price$13.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets19.86M
CSPAX vs CSPIX Comparison Chart in %
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CSPAX vs. CSPIX commentary
Dec 26, 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 Hold and CSPIX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. CSPIX (19.9M). CSPIX pays higher dividends than CSPAX: CSPIX (1.19) vs CSPAX (0.55). 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 : 9.03 vs. CSPIX (-11.17). CSPAX return over 5 years is better than : -5.80 vs. CSPIX (-20.08).
| 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 | 10.314 | -10.143 | -102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 19.9M | 413,568% |
| Annual Yield % from dividends | 0.55 | 1.19 | 46% |
| Returns for 1 year | 9.03 | -11.17 | -81% |
| Returns for 3 years | 34.42 | 3.27 | 1,054% |
| Returns for 5 years | -5.80 | -20.08 | 29% |
| Returns for 10 years | 70.99 | 21.49 | 330% |