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AVPEX vs CSPAX
AVPEX vs CSPAX Comparison
Open Charts AVPEX vs CSPAX
ALPS Global Opportunity Portfolio Cl III
Price$12.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets20.88M
American Funds SMALLCAP World 529A
Price$73.08
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets82.31B
AVPEX vs CSPAX Comparison Chart in %
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AVPEX vs. CSPAX commentary
Dec 27, 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 AVPEX is a Buy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. AVPEX (20.9M). AVPEX pays higher dividends than CSPAX: AVPEX (8.96) vs CSPAX (0.55). AVPEX was incepted earlier than CSPAX: AVPEX (11 years) vs CSPAX (24 years). AVPEX (2.64) is less costly to investors than CSPAX (1.04). AVPEX has a lower initial minimum investment than CSPAX: AVPEX (0) vs CSPAX (250). CSPAX annual gain was more profitable for investors over the last year : 9.03 vs. AVPEX (-7.13). AVPEX return over 5 years is better than : 13.69 vs. CSPAX (-5.80).
| AVPEX | CSPAX | AVPEX / CSPAX | |
| Total Expense Ratio | 2.38 | 1.04 | 229% |
| Annual Report Gross Expense Ratio | 2.64 | 1.04 | 254% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -5.873 | 10.314 | -57% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 82.3B | 0% |
| Annual Yield % from dividends | 8.96 | 0.55 | 1,643% |
| Returns for 1 year | -7.13 | 9.03 | -79% |
| Returns for 3 years | 43.58 | 34.42 | 127% |
| Returns for 5 years | 13.69 | -5.80 | -236% |
| Returns for 10 years | 93.71 | 70.99 | 132% |
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