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CSPAX vs OGIIX
CSPAX vs OGIIX Comparison
Open Charts CSPAX vs OGIIX
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
Invesco Global Opportunities R6
Price$52.24
Change-$0.13 (-0.25%)
VolumeN/A
Net Assets2.4B
CSPAX vs OGIIX Comparison Chart in %
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CSPAX vs. OGIIX 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 OGIIX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. OGIIX (2.4B). CSPAX pays higher dividends than OGIIX: CSPAX (0.58) vs OGIIX (0.41). CSPAX was incepted earlier than OGIIX: CSPAX (24 years) vs OGIIX (14 years). CSPAX (1.06) is less costly to investors than OGIIX (0.77). OGIIX is a more actively managed with annual turnover of: 62.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than OGIIX: CSPAX (250) vs OGIIX (1000000). CSPAX annual gain was more profitable for investors over the last year : 10.22 vs. OGIIX (2.58). CSPAX return over 5 years is better than : 14.95 vs. OGIIX (-25.50).
| CSPAX | OGIIX | CSPAX / OGIIX | |
| Total Expense Ratio | 1.06 | 0.77 | 138% |
| Annual Report Gross Expense Ratio | 1.06 | 0.77 | 138% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 9.650 | 6.071 | 159% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 2.4B | 3,350% |
| Annual Yield % from dividends | 0.58 | 0.41 | 140% |
| Returns for 1 year | 10.22 | 2.58 | 397% |
| Returns for 3 years | 21.60 | -1.78 | -1,211% |
| Returns for 5 years | 14.95 | -25.50 | -59% |
| Returns for 10 years | 50.82 | 25.06 | 203% |
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