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CSPAX vs CSPIX
CSPAX vs CSPIX Comparison
Open Charts CSPAX vs CSPIX
American Funds SMALLCAP World 529A
Price$74.27
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets81.4B
Calvert Global Small-Cap Equity I
Price$15.56
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets21.08M
CSPAX vs CSPIX Comparison Chart in %
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CSPAX vs. CSPIX commentary
Sep 09, 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 StrongBuy and CSPIX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. CSPIX (21.1M). CSPIX pays higher dividends than CSPAX: CSPIX (1.15) vs CSPAX (0.56). 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 : 12.31 vs. CSPIX (0.69). CSPAX return over 5 years is better than : 17.56 vs. CSPIX (8.82).
| 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 | 11.673 | 5.446 | 214% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 21.1M | 385,782% |
| Annual Yield % from dividends | 0.56 | 1.15 | 49% |
| Returns for 1 year | 12.31 | 0.69 | 1,779% |
| Returns for 3 years | 36.70 | 22.02 | 167% |
| Returns for 5 years | 17.56 | 8.82 | 199% |
| Returns for 10 years | 60.97 | -1.68 | -3,628% |
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