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CSPAX vs OGIYX
CSPAX vs OGIYX Comparison
Open Charts CSPAX vs OGIYX
American Funds SMALLCAP World 529A
Price$72.81
Change-$1.33 (-1.79%)
VolumeN/A
Net Assets81.78B
Invesco Global Opportunities Y
Price$51.66
Change-$1.32 (-2.49%)
VolumeN/A
Net Assets2.27B
CSPAX vs OGIYX Comparison Chart in %
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CSPAX vs. OGIYX 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 OGIYX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.8B vs. OGIYX (2.27B). CSPAX pays higher dividends than OGIYX: CSPAX (0.55) vs OGIYX (0.26). CSPAX was incepted earlier than OGIYX: CSPAX (24 years) vs OGIYX (25 years). CSPAX (1.06) is less costly to investors than OGIYX (0.90). OGIYX is a more actively managed with annual turnover of: 62.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than OGIYX: CSPAX (250) vs OGIYX (1000). CSPAX annual gain was more profitable for investors over the last year : 7.44 vs. OGIYX (3.01). CSPAX return over 5 years is better than : 7.02 vs. OGIYX (-30.48).
| CSPAX | OGIYX | CSPAX / OGIYX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.06 | 0.90 | 118% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 11.914 | 9.215 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 2.27B | 3,602% |
| Annual Yield % from dividends | 0.55 | 0.26 | 215% |
| Returns for 1 year | 7.44 | 3.01 | 247% |
| Returns for 3 years | 30.79 | 9.35 | 329% |
| Returns for 5 years | 7.02 | -30.48 | -23% |
| Returns for 10 years | 64.78 | 26.15 | 248% |
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