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APITX vs CSPFX
APITX vs CSPFX Comparison
Open Charts APITX vs CSPFX
American Funds SMALLCAP World 529F
Price$70.33
Change-$1.12 (-1.57%)
VolumeN/A
Net Assets76.67B
APITX vs CSPFX Comparison Chart
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APITX vs. CSPFX commentary
Jun 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 Buy and CSPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 76.7B vs. APITX (88M). CSPFX pays higher dividends than APITX: CSPFX (0.73) vs APITX (0.00). APITX was incepted earlier than CSPFX: APITX (40 years) vs CSPFX (23 years). APITX (2.39) is less costly to investors than CSPFX (1.14). APITX is a more actively managed with annual turnover of: 52.00 vs. CSPFX (32.00). CSPFX has a lower initial minimum investment than APITX: CSPFX (250) vs APITX (1000). CSPFX annual gain was more profitable for investors over the last year : 4.90 vs. APITX (4.09). CSPFX return over 5 years is better than : 23.07 vs. APITX (4.62).
| APITX | CSPFX | APITX / CSPFX | |
| Total Expense Ratio | 2.01 | 1.14 | 176% |
| Annual Report Gross Expense Ratio | 2.39 | 1.14 | 210% |
| Fund Existence | 40 years | 23 years | - |
| Gain YTD | -0.875 | 3.442 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88M | 76.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 4.09 | 4.90 | 84% |
| Returns for 3 years | 33.40 | 30.63 | 109% |
| Returns for 5 years | 4.62 | 23.07 | 20% |
| Returns for 10 years | -9.78 | 41.44 | -24% |
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