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CSPAX vs CSQCX
CSPAX vs CSQCX Comparison
Open Charts CSPAX vs CSQCX
American Funds SMALLCAP World 529A
Price$71.61
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.11B
Calvert Global Small-Cap Equity C
Price$9.39
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets21.08M
CSPAX vs CSQCX Comparison Chart in %
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CSPAX vs. CSQCX commentary
Aug 08, 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 Buy and CSQCX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.1B vs. CSQCX (21.1M). CSQCX pays higher dividends than CSPAX: CSQCX (0.90) vs CSPAX (0.58). CSPAX was incepted earlier than CSQCX: CSPAX (23 years) vs CSQCX (23 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 : 13.88 vs. CSQCX (-1.50). CSPAX return over 5 years is better than : 13.28 vs. CSQCX (-9.30).
| CSPAX | CSQCX | CSPAX / CSQCX | |
| Total Expense Ratio | 1.06 | 2.06 | 51% |
| Annual Report Gross Expense Ratio | 1.06 | 2.82 | 38% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.095 | 1.512 | 535% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 21.1M | 374,882% |
| Annual Yield % from dividends | 0.58 | 0.90 | 64% |
| Returns for 1 year | 13.88 | -1.50 | -924% |
| Returns for 3 years | 23.38 | 1.43 | 1,633% |
| Returns for 5 years | 13.28 | -9.30 | -143% |
| Returns for 10 years | 48.59 | -34.70 | -140% |
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