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AVPEX vs CSPAX
AVPEX vs CSPAX Comparison
Open Charts AVPEX vs CSPAX
ALPS Global Opportunity Portfolio Cl III
Price$12.83
Change+$0.21 (+1.66%)
VolumeN/A
Net Assets21.05M
American Funds SMALLCAP World 529A
Price$75.81
Change+$0.78 (+1.04%)
VolumeN/A
Net Assets82.43B
AVPEX vs CSPAX Comparison Chart in %
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AVPEX vs. CSPAX commentary
Jan 16, 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 (21.1M). AVPEX pays higher dividends than CSPAX: AVPEX (6.76) vs CSPAX (0.70). 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 : 14.84 vs. AVPEX (-4.25). AVPEX return over 5 years is better than : 16.13 vs. CSPAX (-4.09).
| 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 | 3.635 | 5.277 | 69% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 82.4B | 0% |
| Annual Yield % from dividends | 6.76 | 0.70 | 970% |
| Returns for 1 year | -4.25 | 14.84 | -29% |
| Returns for 3 years | 37.48 | 30.69 | 122% |
| Returns for 5 years | 16.13 | -4.09 | -395% |
| Returns for 10 years | 119.09 | 101.03 | 118% |
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