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CSMAX vs RSEBX
CSMAX vs RSEBX Comparison
Open Charts CSMAX vs RSEBX
Calvert Global Small-Cap Equity A
Price$14.72
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World R2E
Price$71.78
Change-$0.51 (-0.71%)
VolumeN/A
Net Assets81.34B
CSMAX vs RSEBX Comparison Chart in %
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CSMAX vs. RSEBX 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 RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 81.3B vs. CSMAX (21.1M). CSMAX pays higher dividends than RSEBX: CSMAX (0.98) vs RSEBX (0.23). CSMAX was incepted earlier than RSEBX: CSMAX (23 years) vs RSEBX (11 years). CSMAX (2.07) is less costly to investors than RSEBX (1.45). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CSMAX: RSEBX (250) vs CSMAX (1000). RSEBX annual gain was more profitable for investors over the last year : 7.24 vs. CSMAX (-0.93). RSEBX return over 5 years is better than : 11.05 vs. CSMAX (6.62).
| CSMAX | RSEBX | CSMAX / RSEBX | |
| Total Expense Ratio | 1.31 | 1.45 | 90% |
| Annual Report Gross Expense Ratio | 2.07 | 1.45 | 143% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 6.353 | 10.419 | 61% |
| Front Load | 5% | N/A | - |
| 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 | 0.23 | 421% |
| Returns for 1 year | -0.93 | 7.24 | -13% |
| Returns for 3 years | 16.87 | 28.52 | 59% |
| Returns for 5 years | 6.62 | 11.05 | 60% |
| Returns for 10 years | -5.54 | 51.90 | -11% |
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