APFDX
Price
$21.16
Change
+$0.09 (+0.43%)
Updated
Aug 21 closing price
Net Assets
113.46M
CSPAX
Price
$82.50
Change
+$0.67 (+0.82%)
Updated
Aug 21 closing price
Net Assets
89.02B
Interact to see
Advertisement

APFDX vs CSPAX

APFDX vs CSPAX Comparison Chart in %
View a ticker or compare two or three
VS
APFDX vs. CSPAX commentary
Aug 23, 2026

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 APFDX is a Buy and CSPAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 89B vs. APFDX (113M). CSPAX pays higher dividends than APFDX: CSPAX (0.60) vs APFDX (0.00). APFDX was incepted earlier than CSPAX: APFDX (9 years) vs CSPAX (25 years). APFDX (1.44) is less costly to investors than CSPAX (1.04). APFDX is a more actively managed with annual turnover of: 67.34 vs. CSPAX (41.00). CSPAX has a lower initial minimum investment than APFDX: CSPAX (250) vs APFDX (1000). CSPAX annual gain was more profitable for investors over the last year : 15.10 vs. APFDX (-5.66). CSPAX return over 5 years is better than : -2.97 vs. APFDX (-9.57).
APFDXCSPAXAPFDX / CSPAX
Total Expense Ratio1.411.04136%
Annual Report Gross Expense Ratio1.441.04138%
Fund Existence9 years25 years-
Gain YTD7.68414.56753%
Front LoadN/A4%-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets113M89B0%
Annual Yield % from dividends0.000.60-
Returns for 1 year-5.6615.10-38%
Returns for 3 years25.5840.3763%
Returns for 5 years-9.57-2.97323%
Returns for 10 yearsN/A82.19-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HUSIX33.250.32
+0.97%
Huber Small Cap Value Inv
ABMIX23.460.22
+0.95%
AMG River Road Mid Cap Value I
BBTSX15.350.10
+0.66%
Bridge Builder Tax Managed Sm/Md Cp
HOVLX59.400.36
+0.61%
Homestead Value
JANBX50.39N/A
N/A
Janus Henderson Balanced D