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CSMAX vs RSLFX
CSMAX vs RSLFX Comparison
Open Charts CSMAX vs RSLFX
Calvert Global Small-Cap Equity A
Price$13.17
Change+$0.25 (+1.93%)
VolumeN/A
Net Assets20.85M
American Funds SMALLCAP World R5
Price$63.54
Change+$1.09 (+1.75%)
VolumeN/A
Net Assets64.58B
CSMAX vs RSLFX Comparison Chart
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CSMAX vs. RSLFX 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 RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 64.6B vs. CSMAX (20.9M). CSMAX pays higher dividends than RSLFX: CSMAX (1.02) vs RSLFX (0.95). 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). CSMAX annual gain was more profitable for investors over the last year : -8.04 vs. RSLFX (-9.27). RSLFX return over 5 years is better than : 29.24 vs. CSMAX (13.60).
| 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 | -7.780 | -10.242 | 76% |
| 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 | 0.95 | 107% |
| Returns for 1 year | -8.04 | -9.27 | 87% |
| Returns for 3 years | -8.86 | -5.18 | 171% |
| Returns for 5 years | 13.60 | 29.24 | 47% |
| Returns for 10 years | -26.52 | 29.04 | -91% |
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