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CSMAX vs RSLFX
CSMAX vs RSLFX Comparison
Open Charts CSMAX vs RSLFX
Calvert Global Small-Cap Equity A
Price$14.21
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets20.47M
American Funds SMALLCAP World R5
Price$71.14
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
CSMAX vs RSLFX Comparison Chart
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CSMAX vs. RSLFX commentary
May 23, 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: 73.3B vs. CSMAX (20.5M). CSMAX pays higher dividends than RSLFX: CSMAX (1.02) vs RSLFX (0.93). 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 : 1.33 vs. CSMAX (0.57). RSLFX return over 5 years is better than : 24.78 vs. CSMAX (17.47).
| 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 | 1.784 | 0.494 | 361% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5M | 73.3B | 0% |
| Annual Yield % from dividends | 1.02 | 0.93 | 109% |
| Returns for 1 year | 0.57 | 1.33 | 43% |
| Returns for 3 years | 11.08 | 17.70 | 63% |
| Returns for 5 years | 17.47 | 24.78 | 71% |
| Returns for 10 years | -16.49 | 40.06 | -41% |
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