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CSMAX vs RSLDX
CSMAX vs RSLDX Comparison
Open Charts CSMAX vs RSLDX
Calvert Global Small-Cap Equity A
Price$14.25
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World R5E
Price$73.62
Change+$1.17 (+1.61%)
VolumeN/A
Net Assets77.76B
CSMAX vs RSLDX Comparison Chart in %
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CSMAX vs. RSLDX commentary
Aug 06, 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: 77.8B vs. CSMAX (21.8M). 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 : 11.90 vs. CSMAX (-1.58). RSLDX return over 5 years is better than : 14.12 vs. CSMAX (2.70).
| 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 | 0.714 | 8.157 | 9% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 77.8B | 0% |
| Annual Yield % from dividends | 0.98 | 0.81 | 121% |
| Returns for 1 year | -1.58 | 11.90 | -13% |
| Returns for 3 years | 6.41 | 24.02 | 27% |
| Returns for 5 years | 2.70 | 14.12 | 19% |
| Returns for 10 years | -14.05 | N/A | - |
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