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CSMAX vs RSLFX
CSMAX vs RSLFX Comparison
Open Charts CSMAX vs RSLFX
Calvert Global Small-Cap Equity A
Price$14.72
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets21.08M
American Funds SMALLCAP World R5
Price$78.52
Change-$0.55 (-0.70%)
VolumeN/A
Net Assets81.34B
CSMAX vs RSLFX Comparison Chart in %
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CSMAX vs. RSLFX commentary
Aug 26, 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 RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 81.3B vs. CSMAX (21.1M). CSMAX pays higher dividends than RSLFX: CSMAX (0.98) vs RSLFX (0.86). CSMAX was incepted earlier than RSLFX: CSMAX (23 years) vs RSLFX (23 years). CSMAX (2.07) is less costly to investors than RSLFX (0.70). CSMAX is a more actively managed with annual turnover of: 46.00 vs. RSLFX (32.00). RSLFX has a lower initial minimum investment than CSMAX: RSLFX (250) vs CSMAX (1000). RSLFX annual gain was more profitable for investors over the last year : 8.05 vs. CSMAX (-0.93). RSLFX return over 5 years is better than : 15.91 vs. CSMAX (6.62).
| CSMAX | RSLFX | CSMAX / RSLFX | |
| Total Expense Ratio | 1.31 | 0.70 | 187% |
| Annual Report Gross Expense Ratio | 2.07 | 0.70 | 296% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 6.353 | 10.956 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 81.3B | 0% |
| Annual Yield % from dividends | 0.98 | 0.86 | 114% |
| Returns for 1 year | -0.93 | 8.05 | -12% |
| Returns for 3 years | 16.87 | 31.13 | 54% |
| Returns for 5 years | 6.62 | 15.91 | 42% |
| Returns for 10 years | -5.54 | 65.18 | -9% |
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