Interact to see
Advertisement
Advertisement
APITX vs CSPAX
APITX vs CSPAX Comparison
Open Charts APITX vs CSPAX
American Funds SMALLCAP World 529A
Price$75.15
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets82.31B
APITX vs CSPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APITX vs. CSPAX commentary
Dec 04, 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 APITX is a Buy and CSPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. APITX (96M). CSPAX pays higher dividends than APITX: CSPAX (0.55) vs APITX (0.00). APITX was incepted earlier than CSPAX: APITX (41 years) vs CSPAX (24 years). APITX (2.31) is less costly to investors than CSPAX (1.06). APITX is a more actively managed with annual turnover of: 52.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than APITX: CSPAX (250) vs APITX (1000). CSPAX annual gain was more profitable for investors over the last year : 6.57 vs. APITX (2.71). CSPAX return over 5 years is better than : 2.17 vs. APITX (-6.41).
| APITX | CSPAX | APITX / CSPAX | |
| Total Expense Ratio | 2.26 | 1.06 | 213% |
| Annual Report Gross Expense Ratio | 2.31 | 1.06 | 218% |
| Fund Existence | 41 years | 24 years | - |
| Gain YTD | 11.535 | 12.956 | 89% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 2.71 | 6.57 | 41% |
| Returns for 3 years | 35.20 | 30.24 | 116% |
| Returns for 5 years | -6.41 | 2.17 | -295% |
| Returns for 10 years | 11.01 | 62.26 | 18% |