APITX
Price
$16.21
Change
+$0.13 (+0.81%)
Updated
Aug 21 closing price
Net Assets
124.71M
CSPAX
Price
$82.50
Change
+$0.67 (+0.82%)
Updated
Aug 21 closing price
Net Assets
89.02B
Interact to see
Advertisement

APITX vs CSPAX

APITX vs CSPAX Comparison Chart in %
View a ticker or compare two or three
VS
APITX 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 APITX is a Hold and CSPAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 89B vs. APITX (125M). CSPAX pays higher dividends than APITX: CSPAX (0.60) vs APITX (0.00). APITX was incepted earlier than CSPAX: APITX (41 years) vs CSPAX (25 years). APITX (2.28) is less costly to investors than CSPAX (1.04). CSPAX is a more actively managed with annual turnover of: 41.00 vs. APITX (38.00). CSPAX has a lower initial minimum investment than APITX: CSPAX (250) vs APITX (1000). APITX annual gain was more profitable for investors over the last year : 19.99 vs. CSPAX (15.10). APITX return over 5 years is better than : 4.65 vs. CSPAX (-2.97).
APITXCSPAXAPITX / CSPAX
Total Expense Ratio2.261.04217%
Annual Report Gross Expense Ratio2.281.04219%
Fund Existence41 years25 years-
Gain YTD16.28414.567112%
Front LoadN/A4%-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets125M89B0%
Annual Yield % from dividends0.000.60-
Returns for 1 year19.9915.10132%
Returns for 3 years50.7940.37126%
Returns for 5 years4.65-2.97-157%
Returns for 10 years23.6582.1929%
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