Interact to see
Advertisement
Advertisement
AVPEX vs CSPAX
AVPEX vs CSPAX Comparison
Open Charts AVPEX vs CSPAX
AVPEX vs CSPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVPEX vs. CSPAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 91.5B vs. AVPEX (18.3M). AVPEX pays higher dividends than CSPAX: AVPEX (7.29) vs CSPAX (0.62). 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 : 17.93 vs. AVPEX (-10.20). AVPEX return over 5 years is better than : -4.02 vs. CSPAX (-4.72).
| 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 | -8.562 | 13.165 | -65% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3M | 91.5B | 0% |
| Annual Yield % from dividends | 7.29 | 0.62 | 1,176% |
| Returns for 1 year | -10.20 | 17.93 | -57% |
| Returns for 3 years | 24.17 | 35.11 | 69% |
| Returns for 5 years | -4.02 | -4.72 | 85% |
| Returns for 10 years | 91.43 | 95.09 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers