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APITX vs CSPAX
APITX vs CSPAX Comparison
Open Charts APITX vs CSPAX
American Funds SMALLCAP World 529A
Price$74.14
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets81.6B
APITX vs CSPAX Comparison Chart in %
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APITX vs. CSPAX commentary
Nov 14, 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 Hold and CSPAX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.6B vs. APITX (95.6M). CSPAX pays higher dividends than APITX: CSPAX (0.55) vs APITX (0.00). APITX was incepted earlier than CSPAX: APITX (40 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 : 7.44 vs. APITX (5.31). CSPAX return over 5 years is better than : 7.02 vs. APITX (-2.97).
| APITX | CSPAX | APITX / CSPAX | |
| Total Expense Ratio | 2.26 | 1.06 | 213% |
| Annual Report Gross Expense Ratio | 2.31 | 1.06 | 218% |
| Fund Existence | 40 years | 24 years | - |
| Gain YTD | 11.933 | 11.914 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.6M | 81.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 5.31 | 7.44 | 71% |
| Returns for 3 years | 37.40 | 30.79 | 121% |
| Returns for 5 years | -2.97 | 7.02 | -42% |
| Returns for 10 years | 11.31 | 64.78 | 17% |
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