Interact to see
Advertisement
Advertisement
CSPAX vs CSQCX
CSPAX vs CSQCX Comparison
Open Charts CSPAX vs CSQCX
American Funds SMALLCAP World 529A
Price$73.78
Change+$0.20 (+0.27%)
VolumeN/A
Net Assets80.76B
Calvert Global Small-Cap Equity C
Price$9.72
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets21.08M
CSPAX vs CSQCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPAX vs. CSQCX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.8B vs. CSQCX (21.1M). CSQCX pays higher dividends than CSPAX: CSQCX (0.90) vs CSPAX (0.58). 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 : 9.67 vs. CSQCX (-3.64). CSPAX return over 5 years is better than : 13.63 vs. CSQCX (-7.61).
| 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 | 11.371 | 5.184 | 219% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 21.1M | 382,938% |
| Annual Yield % from dividends | 0.58 | 0.90 | 64% |
| Returns for 1 year | 9.67 | -3.64 | -265% |
| Returns for 3 years | 31.69 | 10.03 | 316% |
| Returns for 5 years | 13.63 | -7.61 | -179% |
| Returns for 10 years | 60.12 | -29.33 | -205% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement