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CSMAX vs RSLEX
CSMAX vs RSLEX Comparison
Open Charts CSMAX vs RSLEX
Calvert Global Small-Cap Equity A
Price$14.25
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World R4
Price$72.12
Change+$1.14 (+1.61%)
VolumeN/A
Net Assets77.76B
CSMAX vs RSLEX Comparison Chart in %
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CSMAX vs. RSLEX 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 RSLEX is a Buy.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 77.8B vs. CSMAX (21.8M). CSMAX pays higher dividends than RSLEX: CSMAX (0.98) vs RSLEX (0.62). 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). RSLEX annual gain was more profitable for investors over the last year : 11.67 vs. CSMAX (-1.58). RSLEX return over 5 years is better than : 12.95 vs. CSMAX (2.70).
| 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 | 0.714 | 8.019 | 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 | 0.62 | 158% |
| Returns for 1 year | -1.58 | 11.67 | -14% |
| Returns for 3 years | 6.41 | 23.50 | 27% |
| Returns for 5 years | 2.70 | 12.95 | 21% |
| Returns for 10 years | -14.05 | 49.13 | -29% |