Interact to see
Advertisement
Advertisement
CSMAX vs RSLDX
CSMAX vs RSLDX Comparison
Open Charts CSMAX vs RSLDX
Calvert Global Small-Cap Equity A
Price$14.65
Change-$0.13 (-0.88%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World R5E
Price$73.48
Change-$0.78 (-1.05%)
VolumeN/A
Net Assets78.5B
CSMAX vs RSLDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMAX vs. RSLDX commentary
Jul 15, 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 Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 78.5B vs. CSMAX (21.8M). CSMAX pays higher dividends than RSLDX: CSMAX (0.96) 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 : 7.32 vs. CSMAX (2.61). RSLDX return over 5 years is better than : 19.88 vs. CSMAX (13.96).
| 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 | 4.568 | 7.951 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 78.5B | 0% |
| Annual Yield % from dividends | 0.96 | 0.81 | 119% |
| Returns for 1 year | 2.61 | 7.32 | 36% |
| Returns for 3 years | 20.49 | 35.50 | 58% |
| Returns for 5 years | 13.96 | 19.88 | 70% |
| Returns for 10 years | -14.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement