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AVPEX vs CSPAX
AVPEX vs CSPAX Comparison
Open Charts AVPEX vs CSPAX
ALPS Global Opportunity Portfolio Cl III
Price$13.76
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets21.69M
American Funds SMALLCAP World 529A
Price$73.98
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
AVPEX vs CSPAX Comparison Chart in %
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AVPEX vs. CSPAX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. AVPEX (21.7M). AVPEX pays higher dividends than CSPAX: AVPEX (8.45) vs CSPAX (0.56). 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 annual gain was more profitable for investors over the last year : 12.31 vs. AVPEX (8.94). AVPEX return over 5 years is better than : 44.63 vs. CSPAX (17.56).
| 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 | 3.464 | 11.673 | 30% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 81.4B | 0% |
| Annual Yield % from dividends | 8.45 | 0.56 | 1,503% |
| Returns for 1 year | 8.94 | 12.31 | 73% |
| Returns for 3 years | 39.56 | 36.70 | 108% |
| Returns for 5 years | 44.63 | 17.56 | 254% |
| Returns for 10 years | 106.31 | 60.97 | 174% |
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