Interact to see
Advertisement
Advertisement
CSPFX vs CSQCX
CSPFX vs CSQCX Comparison
Open Charts CSPFX vs CSQCX
American Funds SMALLCAP World 529F
Price$71.08
Change+$0.75 (+1.07%)
VolumeN/A
Net Assets75.47B
Calvert Global Small-Cap Equity C
Price$9.44
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets21.5M
CSPFX vs CSQCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSPFX vs. CSQCX commentary
Jun 17, 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 CSPFX is a StrongBuy and CSQCX is a Hold.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 75.5B vs. CSQCX (21.5M). CSQCX pays higher dividends than CSPFX: CSQCX (0.89) vs CSPFX (0.73). CSPFX was incepted earlier than CSQCX: CSPFX (23 years) vs CSQCX (23 years). CSQCX (2.82) is less costly to investors than CSPFX (1.14). CSQCX is a more actively managed with annual turnover of: 46.00 vs. CSPFX (32.00). CSPFX has a lower initial minimum investment than CSQCX: CSPFX (250) vs CSQCX (1000). CSPFX annual gain was more profitable for investors over the last year : 4.93 vs. CSQCX (-0.78). CSPFX return over 5 years is better than : 23.11 vs. CSQCX (-0.38).
| CSPFX | CSQCX | CSPFX / CSQCX | |
| Total Expense Ratio | 1.14 | 2.06 | 55% |
| Annual Report Gross Expense Ratio | 1.14 | 2.82 | 40% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.475 | 1.404 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 21.5M | 351,163% |
| Annual Yield % from dividends | 0.73 | 0.89 | 82% |
| Returns for 1 year | 4.93 | -0.78 | -630% |
| Returns for 3 years | 30.67 | 11.55 | 266% |
| Returns for 5 years | 23.11 | -0.38 | -6,151% |
| Returns for 10 years | 41.48 | -38.20 | -109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement