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CSPAX vs CSQCX
CSPAX vs CSQCX Comparison
Open Charts CSPAX vs CSQCX
American Funds SMALLCAP World 529A
Price$72.59
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets80.28B
Calvert Global Small-Cap Equity C
Price$9.63
Change+$0.06 (+0.63%)
VolumeN/A
Net Assets21.08M
CSPAX vs CSQCX Comparison Chart in %
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CSPAX vs. CSQCX commentary
Aug 20, 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 Buy and CSQCX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. CSQCX (21.1M). CSQCX pays higher dividends than CSPAX: CSQCX (0.90) vs CSPAX (0.58). CSPAX was incepted earlier than CSQCX: CSPAX (24 years) vs CSQCX (23 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 : 8.79 vs. CSQCX (-3.98). CSPAX return over 5 years is better than : 13.94 vs. CSQCX (-7.44).
| 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 | 23 years | - |
| Gain YTD | 9.575 | 3.996 | 240% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 21.1M | 380,569% |
| Annual Yield % from dividends | 0.58 | 0.90 | 64% |
| Returns for 1 year | 8.79 | -3.98 | -221% |
| Returns for 3 years | 25.37 | 3.69 | 687% |
| Returns for 5 years | 13.94 | -7.44 | -188% |
| Returns for 10 years | 59.21 | -30.08 | -197% |
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