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AVPEX vs CSPAX
AVPEX vs CSPAX Comparison
Open Charts AVPEX vs CSPAX
ALPS Global Opportunity Portfolio Cl III
Price$11.82
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets19.51M
American Funds SMALLCAP World 529A
Price$75.52
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets82.43B
AVPEX vs CSPAX Comparison Chart in %
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AVPEX vs. CSPAX commentary
Feb 05, 2026
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 Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. AVPEX (19.5M). AVPEX pays higher dividends than CSPAX: AVPEX (6.85) vs CSPAX (0.67). 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). CSPAX is a more actively managed with annual turnover of: 41.00 vs. AVPEX (31.00). 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 : 12.09 vs. AVPEX (-14.53). AVPEX return over 5 years is better than : 2.59 vs. CSPAX (-8.71).
| 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 | -4.523 | 4.874 | -93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5M | 82.4B | 0% |
| Annual Yield % from dividends | 6.85 | 0.67 | 1,016% |
| Returns for 1 year | -14.53 | 12.09 | -120% |
| Returns for 3 years | 22.19 | 24.33 | 91% |
| Returns for 5 years | 2.59 | -8.71 | -30% |
| Returns for 10 years | 100.56 | 103.38 | 97% |
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