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AVPEX vs CSPAX
AVPEX vs CSPAX Comparison
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AVPEX vs CSPAX Comparison Chart in %
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AVPEX vs. CSPAX commentary
Aug 03, 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 AVPEX is a Buy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 94.3B vs. AVPEX (19.1M). AVPEX pays higher dividends than CSPAX: AVPEX (7.17) vs CSPAX (0.60). AVPEX was incepted earlier than CSPAX: AVPEX (12 years) vs CSPAX (24 years). AVPEX (2.11) is less costly to investors than CSPAX (1.04). CSPAX is a more actively managed with annual turnover of: 41.00 vs. AVPEX (30.00). 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 : 12.68 vs. AVPEX (-9.38). AVPEX return over 5 years is better than : -5.32 vs. CSPAX (-7.10).
| AVPEX | CSPAX | AVPEX / CSPAX | |
| Total Expense Ratio | 1.76 | 1.04 | 169% |
| Annual Report Gross Expense Ratio | 2.11 | 1.04 | 203% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -5.816 | 10.332 | -56% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1M | 94.3B | 0% |
| Annual Yield % from dividends | 7.17 | 0.60 | 1,186% |
| Returns for 1 year | -9.38 | 12.68 | -74% |
| Returns for 3 years | 23.47 | 27.34 | 86% |
| Returns for 5 years | -5.32 | -7.10 | 75% |
| Returns for 10 years | 90.44 | 80.33 | 113% |
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