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APITX vs CSPAX
APITX vs CSPAX Comparison
Open Charts APITX vs CSPAX
American Funds SMALLCAP World 529A
Price$73.08
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets82.31B
APITX vs CSPAX Comparison Chart in %
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APITX vs. CSPAX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. APITX (96.6M). 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 (1.04). CSPAX has a lower initial minimum investment than APITX: CSPAX (250) vs APITX (1000). APITX annual gain was more profitable for investors over the last year : 11.42 vs. CSPAX (9.03). APITX return over 5 years is better than : 3.94 vs. CSPAX (-5.80).
| APITX | CSPAX | APITX / CSPAX | |
| Total Expense Ratio | 2.26 | 1.04 | 217% |
| Annual Report Gross Expense Ratio | 2.31 | 1.04 | 222% |
| Fund Existence | 41 years | 24 years | - |
| Gain YTD | 13.286 | 10.314 | 129% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 11.42 | 9.03 | 127% |
| Returns for 3 years | 45.31 | 34.42 | 132% |
| Returns for 5 years | 3.94 | -5.80 | -68% |
| Returns for 10 years | 15.30 | 70.99 | 22% |
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