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CSMAX vs CSPAX
CSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAX
Calvert Global Small-Cap Equity A
Price$14.72
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World 529A
Price$73.33
Change-$0.52 (-0.70%)
VolumeN/A
Net Assets81.34B
CSMAX vs CSPAX Comparison Chart in %
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CSMAX vs. CSPAX commentary
Aug 26, 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 CSMAX is a Buy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.3B vs. CSMAX (21.1M). CSMAX pays higher dividends than CSPAX: CSMAX (0.98) vs CSPAX (0.58). CSMAX was incepted earlier than CSPAX: CSMAX (23 years) vs CSPAX (24 years). CSMAX (2.07) is less costly to investors than CSPAX (1.06). CSMAX is a more actively managed with annual turnover of: 46.00 vs. CSPAX (32.00). CSMAX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX has a lower initial minimum investment than CSMAX: CSPAX (250) vs CSMAX (1000). CSPAX annual gain was more profitable for investors over the last year : 7.67 vs. CSMAX (-0.93). CSPAX return over 5 years is better than : 13.45 vs. CSMAX (6.62).
| CSMAX | CSPAX | CSMAX / CSPAX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 2.07 | 1.06 | 195% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 6.353 | 10.692 | 59% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 81.3B | 0% |
| Annual Yield % from dividends | 0.98 | 0.58 | 170% |
| Returns for 1 year | -0.93 | 7.67 | -12% |
| Returns for 3 years | 16.87 | 30.04 | 56% |
| Returns for 5 years | 6.62 | 13.45 | 49% |
| Returns for 10 years | -5.54 | 58.17 | -10% |
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