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CSMAX vs RSLDX
CSMAX vs RSLDX Comparison
Open Charts CSMAX vs RSLDX
Calvert Global Small-Cap Equity A
Price$14.61
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets21.53M
American Funds SMALLCAP World R5E
Price$76.63
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets81.6B
CSMAX vs RSLDX Comparison Chart in %
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CSMAX vs. RSLDX commentary
Sep 16, 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 Hold and RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.6B vs. CSMAX (21.5M). CSMAX pays higher dividends than RSLDX: CSMAX (0.95) vs RSLDX (0.79). 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 : 10.32 vs. CSMAX (-1.56). RSLDX return over 5 years is better than : 17.32 vs. CSMAX (5.27).
| 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 | 4.497 | 12.167 | 37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 81.6B | 0% |
| Annual Yield % from dividends | 0.95 | 0.79 | 121% |
| Returns for 1 year | -1.56 | 10.32 | -15% |
| Returns for 3 years | 19.06 | 37.69 | 51% |
| Returns for 5 years | 5.27 | 17.32 | 30% |
| Returns for 10 years | -6.44 | N/A | - |
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