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CSMAX vs RLLGX
CSMAX vs RLLGX Comparison
Open Charts CSMAX vs RLLGX
Calvert Global Small-Cap Equity A
Price$13.17
Change+$0.25 (+1.93%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World R6
Price$62.84
Change+$1.09 (+1.77%)
VolumeN/A
Net Assets64.58B
CSMAX vs RLLGX Comparison Chart
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CSMAX vs. RLLGX commentary
Apr 12, 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 RLLGX is a Buy.
FUNDAMENTALS
Fundamentals
RLLGX has more cash in the bank: 64.6B vs. CSMAX (20.9M). RLLGX (1.03) and CSMAX (1.02) have matching dividends . CSMAX was incepted earlier than RLLGX: CSMAX (23 years) vs RLLGX (16 years). CSMAX (2.07) is less costly to investors than RLLGX (0.65). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RLLGX (32.00). RLLGX has a lower initial minimum investment than CSMAX: RLLGX (250) vs CSMAX (1000). CSMAX annual gain was more profitable for investors over the last year : -8.04 vs. RLLGX (-9.21). RLLGX return over 5 years is better than : 29.33 vs. CSMAX (13.60).
| CSMAX | RLLGX | CSMAX / RLLGX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 2.07 | 0.65 | 318% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -7.780 | -10.229 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 64.6B | 0% |
| Annual Yield % from dividends | 1.02 | 1.03 | 99% |
| Returns for 1 year | -8.04 | -9.21 | 87% |
| Returns for 3 years | -8.86 | -5.10 | 174% |
| Returns for 5 years | 13.60 | 29.33 | 46% |
| Returns for 10 years | -26.52 | 29.08 | -91% |
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