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CSPFX vs CSQCX
CSPFX vs CSQCX Comparison
Open Charts CSPFX vs CSQCX
American Funds SMALLCAP World 529F
Price$75.32
Change+$0.28 (+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
CSPFX vs CSQCX Comparison Chart in %
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CSPFX 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 CSPFX is a Hold and CSQCX is a Hold.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 80.8B vs. CSQCX (21.5M). CSQCX pays higher dividends than CSPFX: CSQCX (0.87) vs CSPFX (0.70). CSPFX was incepted earlier than CSQCX: CSPFX (23 years) vs CSQCX (24 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 : 5.93 vs. CSQCX (-8.11). CSPFX return over 5 years is better than : 17.43 vs. CSQCX (-6.11).
| 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 | 24 years | - |
| Gain YTD | 10.817 | 2.376 | 455% |
| Front Load | N/A | 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 | 0.70 | 0.87 | 80% |
| Returns for 1 year | 5.93 | -8.11 | -73% |
| Returns for 3 years | 46.06 | 19.34 | 238% |
| Returns for 5 years | 17.43 | -6.11 | -285% |
| Returns for 10 years | 74.43 | -27.36 | -272% |
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