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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
Jul 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 94.3B vs. AVPEX (18.6M). AVPEX pays higher dividends than CSPAX: AVPEX (7.54) vs CSPAX (0.57). 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 : 14.21 vs. AVPEX (-14.29). CSPAX return over 5 years is better than : -4.03 vs. AVPEX (-6.79).
| 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 | -9.370 | 13.706 | -68% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 94.3B | 0% |
| Annual Yield % from dividends | 7.54 | 0.57 | 1,323% |
| Returns for 1 year | -14.29 | 14.21 | -101% |
| Returns for 3 years | 22.96 | 34.32 | 67% |
| Returns for 5 years | -6.79 | -4.03 | 168% |
| Returns for 10 years | 87.34 | 88.90 | 98% |
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