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CSMAX vs RSLBX
CSMAX vs RSLBX Comparison
Open Charts CSMAX vs RSLBX
Calvert Global Small-Cap Equity A
Price$13.17
Change+$0.25 (+1.93%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World R2
Price$51.03
Change+$0.88 (+1.75%)
VolumeN/A
Net Assets65.73B
CSMAX vs RSLBX Comparison Chart
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CSMAX vs. RSLBX commentary
Apr 14, 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 RSLBX is a Buy.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 65.7B vs. CSMAX (20.9M). CSMAX pays higher dividends than RSLBX: CSMAX (1.02) vs RSLBX (0.02). CSMAX was incepted earlier than RSLBX: CSMAX (23 years) vs RSLBX (23 years). CSMAX (2.07) is less costly to investors than RSLBX (1.75). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSLBX (32.00). RSLBX has a lower initial minimum investment than CSMAX: RSLBX (250) vs CSMAX (1000). CSMAX annual gain was more profitable for investors over the last year : -6.26 vs. RSLBX (-10.22). RSLBX return over 5 years is better than : 20.28 vs. CSMAX (15.80).
| CSMAX | RSLBX | CSMAX / RSLBX | |
| Total Expense Ratio | 1.31 | 1.75 | 75% |
| Annual Report Gross Expense Ratio | 2.07 | 1.75 | 118% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -5.996 | -10.505 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 65.7B | 0% |
| Annual Yield % from dividends | 1.02 | 0.02 | 5,020% |
| Returns for 1 year | -6.26 | -10.22 | 61% |
| Returns for 3 years | -7.09 | -7.90 | 90% |
| Returns for 5 years | 15.80 | 20.28 | 78% |
| Returns for 10 years | -25.09 | 11.32 | -222% |
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