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CSPAX vs DGSCX
CSPAX vs DGSCX Comparison
Open Charts CSPAX vs DGSCX
American Funds SMALLCAP World 529A
Price$73.98
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
Virtus KAR Global Small-Cap Inst
Price$41.29
Change+$0.22 (+0.54%)
VolumeN/A
Net Assets43.91M
CSPAX vs DGSCX Comparison Chart in %
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CSPAX vs. DGSCX 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 CSPAX is a StrongBuy and DGSCX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. DGSCX (43.9M). DGSCX pays higher dividends than CSPAX: DGSCX (0.95) vs CSPAX (0.56). CSPAX was incepted earlier than DGSCX: CSPAX (24 years) vs DGSCX (29 years). DGSCX (1.35) is less costly to investors than CSPAX (1.06). CSPAX is a more actively managed with annual turnover of: 32.00 vs. DGSCX (16.00). CSPAX has a lower initial minimum investment than DGSCX: CSPAX (250) vs DGSCX (1000000). CSPAX annual gain was more profitable for investors over the last year : 12.31 vs. DGSCX (-2.19). CSPAX return over 5 years is better than : 17.56 vs. DGSCX (-0.49).
| CSPAX | DGSCX | CSPAX / DGSCX | |
| Total Expense Ratio | 1.06 | 1.28 | 83% |
| Annual Report Gross Expense Ratio | 1.06 | 1.35 | 79% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 11.673 | 7.554 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 43.9M | 185,421% |
| Annual Yield % from dividends | 0.56 | 0.95 | 59% |
| Returns for 1 year | 12.31 | -2.19 | -562% |
| Returns for 3 years | 36.70 | 30.76 | 119% |
| Returns for 5 years | 17.56 | -0.49 | -3,593% |
| Returns for 10 years | 60.97 | -6.61 | -922% |
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