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CSPAX vs OGIIX
CSPAX vs OGIIX Comparison
Open Charts CSPAX vs OGIIX
American Funds SMALLCAP World 529A
Price$72.81
Change-$1.33 (-1.79%)
VolumeN/A
Net Assets81.78B
Invesco Global Opportunities R6
Price$52.50
Change-$1.34 (-2.49%)
VolumeN/A
Net Assets2.27B
CSPAX vs OGIIX Comparison Chart in %
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CSPAX vs. OGIIX commentary
Nov 14, 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: 81.8B vs. OGIIX (2.27B). CSPAX pays higher dividends than OGIIX: CSPAX (0.55) vs OGIIX (0.40). 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 : 7.44 vs. OGIIX (3.16). CSPAX return over 5 years is better than : 7.02 vs. OGIIX (-29.92).
| 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 | 11.914 | 9.320 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 2.27B | 3,602% |
| Annual Yield % from dividends | 0.55 | 0.40 | 140% |
| Returns for 1 year | 7.44 | 3.16 | 236% |
| Returns for 3 years | 30.79 | 9.77 | 315% |
| Returns for 5 years | 7.02 | -29.92 | -23% |
| Returns for 10 years | 64.78 | 28.41 | 228% |
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