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AVPEX vs CSPAX
AVPEX vs CSPAX Comparison
Open Charts AVPEX vs CSPAX
ALPS Global Opportunity Portfolio Cl III
Price$12.56
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets19.57M
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
AVPEX vs CSPAX Comparison Chart in %
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AVPEX vs. CSPAX commentary
Nov 20, 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 AVPEX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 78.9B vs. AVPEX (19.6M). AVPEX pays higher dividends than CSPAX: AVPEX (8.92) vs CSPAX (0.55). AVPEX was incepted earlier than CSPAX: AVPEX (11 years) vs CSPAX (24 years). AVPEX (2.64) is less costly to investors than CSPAX (1.06). CSPAX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than CSPAX: AVPEX (0) vs CSPAX (250). CSPAX annual gain was more profitable for investors over the last year : 5.96 vs. AVPEX (-6.99). AVPEX return over 5 years is better than : 18.52 vs. CSPAX (1.44).
| AVPEX | CSPAX | AVPEX / CSPAX | |
| Total Expense Ratio | 2.38 | 1.06 | 225% |
| Annual Report Gross Expense Ratio | 2.64 | 1.06 | 249% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -5.798 | 8.125 | -71% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6M | 78.9B | 0% |
| Annual Yield % from dividends | 8.92 | 0.55 | 1,610% |
| Returns for 1 year | -6.99 | 5.96 | -117% |
| Returns for 3 years | 23.17 | 29.24 | 79% |
| Returns for 5 years | 18.52 | 1.44 | 1,283% |
| Returns for 10 years | 91.05 | 55.92 | 163% |
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