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CSPFX vs CSQCX
CSPFX vs CSQCX Comparison
Open Charts CSPFX vs CSQCX
American Funds SMALLCAP World 529F
Price$74.55
Change-$0.27 (-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
CSPFX vs CSQCX Comparison Chart in %
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CSPFX 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 CSPFX is a Buy and CSQCX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 80.3B vs. CSQCX (21.1M). CSQCX pays higher dividends than CSPFX: CSQCX (0.90) vs CSPFX (0.72). 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 : 8.95 vs. CSQCX (-3.98). CSPFX return over 5 years is better than : 15.26 vs. CSQCX (-7.44).
| 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 | 9.684 | 3.996 | 242% |
| Front Load | N/A | 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 | 0.72 | 0.90 | 80% |
| Returns for 1 year | 8.95 | -3.98 | -225% |
| Returns for 3 years | 25.99 | 3.69 | 704% |
| Returns for 5 years | 15.26 | -7.44 | -205% |
| Returns for 10 years | 63.22 | -30.08 | -210% |
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