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CSPAX vs CSPIX
CSPAX vs CSPIX Comparison
Open Charts CSPAX vs CSPIX
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
Calvert Global Small-Cap Equity I
Price$14.25
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets20.06M
CSPAX vs CSPIX Comparison Chart in %
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CSPAX vs. CSPIX commentary
Nov 20, 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 CSPAX is a Hold and CSPIX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 78.9B vs. CSPIX (20.1M). CSPIX pays higher dividends than CSPAX: CSPIX (1.20) vs CSPAX (0.55). CSPAX was incepted earlier than CSPIX: CSPAX (24 years) vs CSPIX (16 years). CSPIX (1.82) is less costly to investors than CSPAX (1.06). CSPIX is a more actively managed with annual turnover of: 46.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than CSPIX: CSPAX (250) vs CSPIX (1000000). CSPAX annual gain was more profitable for investors over the last year : 5.96 vs. CSPIX (-8.49). CSPAX return over 5 years is better than : 1.44 vs. CSPIX (-8.03).
| CSPAX | CSPIX | CSPAX / CSPIX | |
| Total Expense Ratio | 1.06 | 1.06 | 100% |
| Annual Report Gross Expense Ratio | 1.06 | 1.82 | 58% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 8.125 | -2.451 | -332% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 20.1M | 392,537% |
| Annual Yield % from dividends | 0.55 | 1.20 | 46% |
| Returns for 1 year | 5.96 | -8.49 | -70% |
| Returns for 3 years | 29.24 | 6.71 | 436% |
| Returns for 5 years | 1.44 | -8.03 | -18% |
| Returns for 10 years | 55.92 | 29.83 | 188% |
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