Interact to see
Advertisement
Advertisement
CSPAX vs NALFX
CSPAX vs NALFX Comparison
Open Charts CSPAX vs NALFX
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
CSPAX vs NALFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPAX vs. NALFX commentary
Aug 18, 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 Buy and NALFX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. NALFX (267M). NALFX pays higher dividends than CSPAX: NALFX (1.69) vs CSPAX (0.58). 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). NALFX annual gain was more profitable for investors over the last year : 13.68 vs. CSPAX (10.22). CSPAX return over 5 years is better than : 14.95 vs. NALFX (6.72).
| 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 | 9.650 | 20.419 | 47% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 267M | 30,075% |
| Annual Yield % from dividends | 0.58 | 1.69 | 34% |
| Returns for 1 year | 10.22 | 13.68 | 75% |
| Returns for 3 years | 21.60 | -8.96 | -241% |
| Returns for 5 years | 14.95 | 6.72 | 222% |
| Returns for 10 years | 50.82 | 81.39 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers