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CSPAX vs CSQCX
CSPAX vs CSQCX Comparison
Open Charts CSPAX vs CSQCX
American Funds SMALLCAP World 529A
Price$73.40
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
Calvert Global Small-Cap Equity C
Price$9.35
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets20.96M
CSPAX vs CSQCX Comparison Chart in %
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CSPAX vs. CSQCX commentary
Oct 19, 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 CSQCX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.9B vs. CSQCX (21M). CSQCX pays higher dividends than CSPAX: CSQCX (0.89) vs CSPAX (0.56). CSPAX was incepted earlier than CSQCX: CSPAX (24 years) vs CSQCX (24 years). CSQCX (2.82) is less costly to investors than CSPAX (1.06). CSQCX is a more actively managed with annual turnover of: 46.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than CSQCX: CSPAX (250) vs CSQCX (1000). CSPAX annual gain was more profitable for investors over the last year : 6.37 vs. CSQCX (-8.49). CSPAX return over 5 years is better than : 8.04 vs. CSQCX (-13.34).
| CSPAX | CSQCX | CSPAX / CSQCX | |
| Total Expense Ratio | 1.06 | 2.06 | 51% |
| Annual Report Gross Expense Ratio | 1.06 | 2.82 | 38% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 10.797 | 0.972 | 1,111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9B | 21M | 385,238% |
| Annual Yield % from dividends | 0.56 | 0.89 | 63% |
| Returns for 1 year | 6.37 | -8.49 | -75% |
| Returns for 3 years | 40.82 | 12.00 | 340% |
| Returns for 5 years | 8.04 | -13.34 | -60% |
| Returns for 10 years | 61.47 | -32.93 | -187% |
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