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CSMAX vs RSLDX
CSMAX vs RSLDX Comparison
Open Charts CSMAX vs RSLDX
Calvert Global Small-Cap Equity A
Price$14.72
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World R5E
Price$75.47
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets81.34B
CSMAX vs RSLDX Comparison Chart in %
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CSMAX vs. RSLDX 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.3B vs. CSMAX (21.1M). CSMAX pays higher dividends than RSLDX: CSMAX (0.98) vs RSLDX (0.81). CSMAX was incepted earlier than RSLDX: CSMAX (23 years) vs RSLDX (10 years). CSMAX (2.07) is less costly to investors than RSLDX (0.80). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than CSMAX: RSLDX (250) vs CSMAX (1000). RSLDX annual gain was more profitable for investors over the last year : 7.93 vs. CSMAX (-0.93). RSLDX return over 5 years is better than : 14.99 vs. CSMAX (6.62).
| CSMAX | RSLDX | CSMAX / RSLDX | |
| Total Expense Ratio | 1.31 | 0.80 | 164% |
| Annual Report Gross Expense Ratio | 2.07 | 0.80 | 259% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 6.353 | 10.874 | 58% |
| 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 | 0.81 | 121% |
| Returns for 1 year | -0.93 | 7.93 | -12% |
| Returns for 3 years | 16.87 | 30.82 | 55% |
| Returns for 5 years | 6.62 | 14.99 | 44% |
| Returns for 10 years | -5.54 | N/A | - |
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