Interact to see
Advertisement
Advertisement
CSPAX vs CSQCX
CSPAX vs CSQCX Comparison
Open Charts CSPAX vs CSQCX
American Funds SMALLCAP World 529A
Price$73.33
Change+$0.27 (+0.37%)
VolumeN/A
Net Assets80.75B
Calvert Global Small-Cap Equity C
Price$9.48
Change+$0.09 (+0.96%)
VolumeN/A
Net Assets21.53M
CSPAX vs CSQCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPAX vs. CSQCX commentary
Sep 29, 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: 80.8B vs. CSQCX (21.5M). CSQCX pays higher dividends than CSPAX: CSQCX (0.87) 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 : 5.77 vs. CSQCX (-8.11). CSPAX return over 5 years is better than : 16.09 vs. CSQCX (-6.11).
| 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 | 10.692 | 2.376 | 450% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 21.5M | 375,814% |
| Annual Yield % from dividends | 0.56 | 0.87 | 65% |
| Returns for 1 year | 5.77 | -8.11 | -71% |
| Returns for 3 years | 45.34 | 19.34 | 234% |
| Returns for 5 years | 16.09 | -6.11 | -263% |
| Returns for 10 years | 70.17 | -27.36 | -256% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement