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AVPEX vs CSPAX
AVPEX vs CSPAX Comparison
Open Charts AVPEX vs CSPAX
ALPS Global Opportunity Portfolio Cl III
Price$13.90
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets22.25M
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
AVPEX vs CSPAX Comparison Chart in %
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AVPEX vs. CSPAX commentary
Aug 18, 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 StrongBuy and CSPAX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. AVPEX (22.2M). AVPEX pays higher dividends than CSPAX: AVPEX (8.52) vs CSPAX (0.58). AVPEX was incepted earlier than CSPAX: AVPEX (11 years) vs CSPAX (24 years). AVPEX (2.64) is less costly to investors than CSPAX (1.06). CSPAX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than CSPAX: AVPEX (0) vs CSPAX (250). CSPAX (10.22) and AVPEX (9.97) have marching annual gain over last year. AVPEX return over 5 years is better than : 45.90 vs. CSPAX (14.95).
| AVPEX | CSPAX | AVPEX / CSPAX | |
| Total Expense Ratio | 2.38 | 1.06 | 225% |
| Annual Report Gross Expense Ratio | 2.64 | 1.06 | 249% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 4.669 | 9.650 | 48% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2M | 80.3B | 0% |
| Annual Yield % from dividends | 8.52 | 0.58 | 1,470% |
| Returns for 1 year | 9.97 | 10.22 | 98% |
| Returns for 3 years | 26.34 | 21.60 | 122% |
| Returns for 5 years | 45.90 | 14.95 | 307% |
| Returns for 10 years | 100.67 | 50.82 | 198% |
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