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CSMAX vs RSLFX
CSMAX vs RSLFX Comparison
Open Charts CSMAX vs RSLFX
Calvert Global Small-Cap Equity A
Price$14.20
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets22.37M
American Funds SMALLCAP World R5
Price$71.71
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets75.12B
CSMAX vs RSLFX Comparison Chart
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CSMAX vs. RSLFX commentary
Jan 19, 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 RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 75.1B vs. CSMAX (22.4M). RSLFX pays higher dividends than CSMAX: RSLFX (0.87) vs CSMAX (0.62). CSMAX was incepted earlier than RSLFX: CSMAX (23 years) vs RSLFX (23 years). 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 : 8.17 vs. CSMAX (3.85). RSLFX return over 5 years is better than : 16.21 vs. CSMAX (-1.78).
| CSMAX | RSLFX | CSMAX / RSLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 1.356 | 1.300 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 75.1B | 0% |
| Annual Yield % from dividends | 0.62 | 0.87 | 71% |
| Returns for 1 year | 3.85 | 8.17 | 47% |
| Returns for 3 years | -7.11 | -3.90 | 182% |
| Returns for 5 years | -1.78 | 16.21 | -11% |
| Returns for 10 years | -13.09 | 60.44 | -22% |
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