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CSPAX vs NALFX
CSPAX vs NALFX Comparison
Open Charts CSPAX vs NALFX
American Funds SMALLCAP World 529A
Price$73.98
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
CSPAX vs NALFX Comparison Chart in %
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CSPAX vs. NALFX 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 NALFX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. NALFX (267M). NALFX pays higher dividends than CSPAX: NALFX (1.68) vs CSPAX (0.56). CSPAX was incepted earlier than NALFX: CSPAX (24 years) vs NALFX (43 years). CSPAX (1.06) and NALFX (1.03) have similar cost to investors . CSPAX is a more actively managed with annual turnover of: 32.00 vs. NALFX (5.94). CSPAX (4%) and NALFX (4%) have equivalent initial investment costs. CSPAX has a lower initial minimum investment than NALFX: CSPAX (250) vs NALFX (2500). CSPAX annual gain was more profitable for investors over the last year : 12.31 vs. NALFX (10.16). CSPAX return over 5 years is better than : 17.56 vs. NALFX (8.11).
| CSPAX | NALFX | CSPAX / NALFX | |
| Total Expense Ratio | 1.06 | 1.03 | 103% |
| Annual Report Gross Expense Ratio | 1.06 | 1.03 | 103% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 11.673 | 20.798 | 56% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 267M | 30,487% |
| Annual Yield % from dividends | 0.56 | 1.68 | 33% |
| Returns for 1 year | 12.31 | 10.16 | 121% |
| Returns for 3 years | 36.70 | -1.47 | -2,495% |
| Returns for 5 years | 17.56 | 8.11 | 217% |
| Returns for 10 years | 60.97 | 93.93 | 65% |
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