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CSPIX vs RSLFX
CSPIX vs RSLFX Comparison
Open Charts CSPIX vs RSLFX
Calvert Global Small-Cap Equity I
Price$14.56
Change+$0.28 (+1.96%)
VolumeN/A
Net Assets20.47M
American Funds SMALLCAP World R5
Price$69.02
Change+$1.36 (+2.01%)
VolumeN/A
Net Assets71.33B
CSPIX vs RSLFX Comparison Chart
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CSPIX vs. RSLFX commentary
May 05, 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 CSPIX is a Buy and RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 71.3B vs. CSPIX (20.5M). CSPIX pays higher dividends than RSLFX: CSPIX (1.24) vs RSLFX (0.93). CSPIX was incepted earlier than RSLFX: CSPIX (16 years) vs RSLFX (23 years). CSPIX (1.82) is less costly to investors than RSLFX (0.70). CSPIX is a more actively managed with annual turnover of: 46.00 vs. RSLFX (32.00). RSLFX has a lower initial minimum investment than CSPIX: RSLFX (250) vs CSPIX (1000000). RSLFX annual gain was more profitable for investors over the last year : 1.36 vs. CSPIX (0.45). RSLFX return over 5 years is better than : 33.00 vs. CSPIX (22.13).
| CSPIX | RSLFX | CSPIX / RSLFX | |
| Total Expense Ratio | 1.06 | 0.70 | 151% |
| Annual Report Gross Expense Ratio | 1.82 | 0.70 | 260% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -0.885 | -2.500 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5M | 71.3B | 0% |
| Annual Yield % from dividends | 1.24 | 0.93 | 133% |
| Returns for 1 year | 0.45 | 1.36 | 33% |
| Returns for 3 years | 3.88 | 8.97 | 43% |
| Returns for 5 years | 22.13 | 33.00 | 67% |
| Returns for 10 years | -13.44 | 42.12 | -32% |
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