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CSPEX vs CSPFX
CSPEX vs CSPFX Comparison
Open Charts CSPEX vs CSPFX
American Funds SMALLCAP World 529E
Price$69.18
Change-$0.16 (-0.23%)
VolumeN/A
Net Assets80.31B
American Funds SMALLCAP World 529F
Price$74.60
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
CSPEX vs CSPFX Comparison Chart in %
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CSPEX vs. CSPFX 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 CSPEX is a Buy and CSPFX is a Buy.
FUNDAMENTALS
Fundamentals
CSPEX (80.3B) and CSPFX (80.3B) have equal amount of cash in the bank . CSPFX pays higher dividends than CSPEX: CSPFX (0.72) vs CSPEX (0.41). CSPEX was incepted earlier than CSPFX: CSPEX (23 years) vs CSPFX (23 years). CSPEX (1.25) is less costly to investors than CSPFX (1.14). CSPEX (32.00) and CSPFX (32.00) have comparable annual turnover. CSPEX (250) and CSPFX (250) have matching initial minimum investment requirements. CSPFX (10.39) and CSPEX (10.01) have marching annual gain over last year. CSPFX return over 5 years is better than : 16.27 vs. CSPEX (13.26).
| CSPEX | CSPFX | CSPEX / CSPFX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.14 | 110% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.520 | 9.757 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 80.3B | 100% |
| Annual Yield % from dividends | 0.41 | 0.72 | 57% |
| Returns for 1 year | 10.01 | 10.39 | 96% |
| Returns for 3 years | 20.89 | 22.21 | 94% |
| Returns for 5 years | 13.26 | 16.27 | 82% |
| Returns for 10 years | 46.12 | 54.61 | 84% |
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