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CSMAX vs RSLEX
CSMAX vs RSLEX Comparison
Open Charts CSMAX vs RSLEX
Calvert Global Small-Cap Equity A
Price$13.17
Change+$0.25 (+1.93%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World R4
Price$59.90
Change+$1.03 (+1.75%)
VolumeN/A
Net Assets64.58B
CSMAX vs RSLEX Comparison Chart
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CSMAX vs. RSLEX commentary
Apr 12, 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 RSLEX is a Buy.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 64.6B vs. CSMAX (20.9M). CSMAX pays higher dividends than RSLEX: CSMAX (1.02) vs RSLEX (0.67). CSMAX was incepted earlier than RSLEX: CSMAX (23 years) vs RSLEX (23 years). CSMAX (2.07) is less costly to investors than RSLEX (1.00). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSLEX (32.00). RSLEX has a lower initial minimum investment than CSMAX: RSLEX (250) vs CSMAX (1000). CSMAX annual gain was more profitable for investors over the last year : -8.04 vs. RSLEX (-9.54). RSLEX return over 5 years is better than : 26.92 vs. CSMAX (13.60).
| CSMAX | RSLEX | CSMAX / RSLEX | |
| Total Expense Ratio | 1.31 | 1.00 | 131% |
| Annual Report Gross Expense Ratio | 2.07 | 1.00 | 207% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -7.780 | -10.316 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 64.6B | 0% |
| Annual Yield % from dividends | 1.02 | 0.67 | 151% |
| Returns for 1 year | -8.04 | -9.54 | 84% |
| Returns for 3 years | -8.86 | -5.79 | 153% |
| Returns for 5 years | 13.60 | 26.92 | 51% |
| Returns for 10 years | -26.52 | 24.15 | -110% |
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