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CSMAX vs RSLEX
CSMAX vs RSLEX Comparison
Open Charts CSMAX vs RSLEX
Calvert Global Small-Cap Equity A
Price$14.65
Change-$0.13 (-0.88%)
VolumeN/A
Net Assets21.83M
American Funds SMALLCAP World R4
Price$71.99
Change-$0.77 (-1.06%)
VolumeN/A
Net Assets78.5B
CSMAX vs RSLEX Comparison Chart in %
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CSMAX vs. RSLEX 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 RSLEX is a Buy.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 78.5B vs. CSMAX (21.8M). CSMAX pays higher dividends than RSLEX: CSMAX (0.96) 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 : 7.11 vs. CSMAX (2.61). RSLEX return over 5 years is better than : 18.65 vs. CSMAX (13.96).
| 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 | 4.568 | 7.824 | 58% |
| 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 | 0.62 | 155% |
| Returns for 1 year | 2.61 | 7.11 | 37% |
| Returns for 3 years | 20.49 | 34.90 | 59% |
| Returns for 5 years | 13.96 | 18.65 | 75% |
| Returns for 10 years | -14.26 | 43.96 | -32% |
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