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CSPAX vs CSPFX
CSPAX vs CSPFX Comparison
Open Charts CSPAX vs CSPFX
American Funds SMALLCAP World 529A
Price$73.98
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets80.82B
American Funds SMALLCAP World 529F
Price$75.99
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets80.82B
CSPAX vs CSPFX Comparison Chart in %
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CSPAX vs. CSPFX commentary
Sep 07, 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 CSPAX is a StrongBuy and CSPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX (80.8B) and CSPFX (80.8B) have equal amount of cash in the bank . CSPFX pays higher dividends than CSPAX: CSPFX (0.70) vs CSPAX (0.56). CSPAX was incepted earlier than CSPFX: CSPAX (24 years) vs CSPFX (23 years). CSPFX (1.14) is less costly to investors than CSPAX (1.06). CSPAX (32.00) and CSPFX (32.00) have comparable annual turnover. CSPAX (250) and CSPFX (250) have matching initial minimum investment requirements. CSPFX (12.49) and CSPAX (12.31) have marching annual gain over last year. CSPFX return over 5 years is better than : 18.93 vs. CSPAX (17.56).
| CSPAX | CSPFX | CSPAX / CSPFX | |
| Total Expense Ratio | 1.06 | 1.14 | 93% |
| Annual Report Gross Expense Ratio | 1.06 | 1.14 | 93% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 11.673 | 11.802 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 80.8B | 100% |
| Annual Yield % from dividends | 0.56 | 0.70 | 81% |
| Returns for 1 year | 12.31 | 12.49 | 99% |
| Returns for 3 years | 36.70 | 37.40 | 98% |
| Returns for 5 years | 17.56 | 18.93 | 93% |
| Returns for 10 years | 60.97 | 65.06 | 94% |
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