CSMAX
Price
$14.25
Change
+$0.14 (+0.99%)
Updated
Aug 4 closing price
Net Assets
21.83M
CSPAX
Price
$71.54
Change
+$1.13 (+1.60%)
Updated
Aug 4 closing price
Net Assets
77.76B
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CSMAX vs CSPAX

Header iconCSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAXBanner chart's image
Calvert Global Small-Cap Equity A
Price$14.25
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World 529A
Price$71.54
Change+$1.13 (+1.60%)
VolumeN/A
Net Assets77.76B
CSMAX vs CSPAX Comparison Chart in %
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CSMAX vs. CSPAX commentary
Aug 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 77.8B vs. CSMAX (21.8M). CSMAX pays higher dividends than CSPAX: CSMAX (0.98) vs CSPAX (0.58). CSMAX was incepted earlier than CSPAX: CSMAX (23 years) vs CSPAX (23 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 : 11.62 vs. CSMAX (-1.58). CSPAX return over 5 years is better than : 12.57 vs. CSMAX (2.70).
CSMAXCSPAXCSMAX / CSPAX
Total Expense Ratio1.311.06124%
Annual Report Gross Expense Ratio2.071.06195%
Fund Existence23 years23 years-
Gain YTD0.7147.9909%
Front Load5%4%150%
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets21.8M77.8B0%
Annual Yield % from dividends0.980.58170%
Returns for 1 year-1.5811.62-14%
Returns for 3 years6.4123.2628%
Returns for 5 years2.7012.5721%
Returns for 10 years-14.0548.44-29%
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