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CSMAX vs CSPAX
CSMAX vs CSPAX Comparison
Open Charts CSMAX vs CSPAX
Calvert Global Small-Cap Equity A
Price$14.61
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World 529A
Price$74.45
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets81.6B
CSMAX vs CSPAX Comparison Chart in %
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CSMAX vs. CSPAX commentary
Sep 16, 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 Hold and CSPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.6B vs. CSMAX (21.5M). CSMAX pays higher dividends than CSPAX: CSMAX (0.95) vs CSPAX (0.56). CSMAX was incepted earlier than CSPAX: CSMAX (24 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 : 10.04 vs. CSMAX (-1.56). CSPAX return over 5 years is better than : 15.74 vs. CSMAX (5.27).
| CSMAX | CSPAX | CSMAX / CSPAX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 2.07 | 1.06 | 195% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 4.497 | 11.960 | 38% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 81.6B | 0% |
| Annual Yield % from dividends | 0.95 | 0.56 | 169% |
| Returns for 1 year | -1.56 | 10.04 | -16% |
| Returns for 3 years | 19.06 | 36.85 | 52% |
| Returns for 5 years | 5.27 | 15.74 | 34% |
| Returns for 10 years | -6.44 | 60.11 | -11% |
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