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CSPAX vs CSQCX
CSPAX vs CSQCX Comparison
Open Charts CSPAX vs CSQCX
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
Calvert Global Small-Cap Equity C
Price$8.91
Change-$0.05 (-0.56%)
VolumeN/A
Net Assets20.06M
CSPAX vs CSQCX Comparison Chart in %
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CSPAX vs. CSQCX 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 CSQCX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 78.9B vs. CSQCX (20.1M). CSQCX pays higher dividends than CSPAX: CSQCX (0.91) vs CSPAX (0.55). CSPAX was incepted earlier than CSQCX: CSPAX (24 years) vs CSQCX (24 years). CSQCX (2.82) is less costly to investors than CSPAX (1.06). CSQCX is a more actively managed with annual turnover of: 46.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than CSQCX: CSPAX (250) vs CSQCX (1000). CSPAX annual gain was more profitable for investors over the last year : 5.96 vs. CSQCX (-11.53). CSPAX return over 5 years is better than : 1.44 vs. CSQCX (-20.73).
| CSPAX | CSQCX | CSPAX / CSQCX | |
| Total Expense Ratio | 1.06 | 2.06 | 51% |
| Annual Report Gross Expense Ratio | 1.06 | 2.82 | 38% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 8.125 | -3.240 | -251% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 20.1M | 392,537% |
| Annual Yield % from dividends | 0.55 | 0.91 | 61% |
| Returns for 1 year | 5.96 | -11.53 | -52% |
| Returns for 3 years | 29.24 | -0.34 | -8,563% |
| Returns for 5 years | 1.44 | -20.73 | -7% |
| Returns for 10 years | 55.92 | 2.13 | 2,629% |
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