Interact to see
Advertisement
Advertisement
CSMAX vs RSLDX
CSMAX vs RSLDX Comparison
Open Charts CSMAX vs RSLDX
Calvert Global Small-Cap Equity A
Price$14.53
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets20.96M
American Funds SMALLCAP World R5E
Price$76.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets82.15B
CSMAX vs RSLDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMAX vs. RSLDX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.2B vs. CSMAX (21M). CSMAX pays higher dividends than RSLDX: CSMAX (0.97) vs RSLDX (0.78). CSMAX was incepted earlier than RSLDX: CSMAX (24 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 : 9.24 vs. CSMAX (-2.74). RSLDX return over 5 years is better than : 12.90 vs. CSMAX (2.46).
| CSMAX | RSLDX | CSMAX / RSLDX | |
| Total Expense Ratio | 1.31 | 0.80 | 164% |
| Annual Report Gross Expense Ratio | 2.07 | 0.80 | 259% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 3.926 | 12.726 | 31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 82.2B | 0% |
| Annual Yield % from dividends | 0.97 | 0.78 | 124% |
| Returns for 1 year | -2.74 | 9.24 | -30% |
| Returns for 3 years | 25.54 | 45.33 | 56% |
| Returns for 5 years | 2.46 | 12.90 | 19% |
| Returns for 10 years | -8.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement