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CSPIX vs RSEBX
CSPIX vs RSEBX Comparison
Open Charts CSPIX vs RSEBX
Calvert Global Small-Cap Equity I
Price$14.95
Change-$0.24 (-1.58%)
VolumeN/A
Net Assets21.5M
American Funds SMALLCAP World R2E
Price$67.10
Change-$1.07 (-1.57%)
VolumeN/A
Net Assets76.67B
CSPIX vs RSEBX Comparison Chart
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CSPIX vs. RSEBX commentary
Jun 15, 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 CSPIX is a Hold and RSEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 76.7B vs. CSPIX (21.5M). CSPIX pays higher dividends than RSEBX: CSPIX (1.18) vs RSEBX (0.21). CSPIX was incepted earlier than RSEBX: CSPIX (16 years) vs RSEBX (11 years). CSPIX (1.82) is less costly to investors than RSEBX (1.45). CSPIX is a more actively managed with annual turnover of: 46.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CSPIX: RSEBX (250) vs CSPIX (1000000). RSEBX annual gain was more profitable for investors over the last year : 4.32 vs. CSPIX (2.65). RSEBX return over 5 years is better than : 19.06 vs. CSPIX (15.56).
| CSPIX | RSEBX | CSPIX / RSEBX | |
| Total Expense Ratio | 1.06 | 1.45 | 73% |
| Annual Report Gross Expense Ratio | 1.82 | 1.45 | 126% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 1.770 | 3.183 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 76.7B | 0% |
| Annual Yield % from dividends | 1.18 | 0.21 | 563% |
| Returns for 1 year | 2.65 | 4.32 | 61% |
| Returns for 3 years | 19.34 | 28.42 | 68% |
| Returns for 5 years | 15.56 | 19.06 | 82% |
| Returns for 10 years | -14.16 | 32.50 | -44% |
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