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CSMAX vs RSEBX
CSMAX vs RSEBX Comparison
Open Charts CSMAX vs RSEBX
Calvert Global Small-Cap Equity A
Price$14.21
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets20.47M
American Funds SMALLCAP World R2E
Price$65.16
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
CSMAX vs RSEBX Comparison Chart
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CSMAX vs. RSEBX commentary
May 23, 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: 73.3B vs. CSMAX (20.5M). CSMAX pays higher dividends than RSEBX: CSMAX (1.02) vs RSEBX (0.22). 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 (0.58) and CSMAX (0.57) have marching annual gain over last year. RSEBX return over 5 years is better than : 19.55 vs. CSMAX (17.47).
| 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 | 1.784 | 0.200 | 893% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5M | 73.3B | 0% |
| Annual Yield % from dividends | 1.02 | 0.22 | 458% |
| Returns for 1 year | 0.57 | 0.58 | 99% |
| Returns for 3 years | 11.08 | 15.36 | 72% |
| Returns for 5 years | 17.47 | 19.55 | 89% |
| Returns for 10 years | -16.49 | 28.85 | -57% |
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