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CSPAX vs CSPIX
CSPAX vs CSPIX Comparison
Open Charts CSPAX vs CSPIX
American Funds SMALLCAP World 529A
Price$74.61
Change+$0.16 (+0.21%)
VolumeN/A
Net Assets81.91B
Calvert Global Small-Cap Equity I
Price$15.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.53M
CSPAX vs CSPIX Comparison Chart in %
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CSPAX vs. CSPIX commentary
Sep 17, 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: 81.9B vs. CSPIX (21.5M). CSPIX pays higher dividends than CSPAX: CSPIX (1.15) vs CSPAX (0.56). 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 : 10.35 vs. CSPIX (-2.04). CSPAX return over 5 years is better than : 16.59 vs. CSPIX (6.96).
| 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 | 12.624 | 4.425 | 285% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.9B | 21.5M | 380,930% |
| Annual Yield % from dividends | 0.56 | 1.15 | 49% |
| Returns for 1 year | 10.35 | -2.04 | -506% |
| Returns for 3 years | 37.66 | 19.82 | 190% |
| Returns for 5 years | 16.59 | 6.96 | 238% |
| Returns for 10 years | 61.06 | -2.63 | -2,320% |
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