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CSPAX vs DGSCX
CSPAX vs DGSCX Comparison
Open Charts CSPAX vs DGSCX
American Funds SMALLCAP World 529A
Price$73.78
Change+$0.20 (+0.27%)
VolumeN/A
Net Assets80.76B
Virtus KAR Global Small-Cap Inst
Price$41.62
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets44.66M
CSPAX vs DGSCX Comparison Chart in %
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CSPAX vs. DGSCX commentary
Aug 29, 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 Hold and DGSCX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.8B vs. DGSCX (44.7M). DGSCX pays higher dividends than CSPAX: DGSCX (0.96) vs CSPAX (0.58). CSPAX was incepted earlier than DGSCX: CSPAX (24 years) vs DGSCX (29 years). DGSCX (1.35) is less costly to investors than CSPAX (1.06). CSPAX is a more actively managed with annual turnover of: 32.00 vs. DGSCX (16.00). CSPAX has a lower initial minimum investment than DGSCX: CSPAX (250) vs DGSCX (1000000). CSPAX annual gain was more profitable for investors over the last year : 9.67 vs. DGSCX (-0.68). CSPAX return over 5 years is better than : 13.63 vs. DGSCX (-2.46).
| CSPAX | DGSCX | CSPAX / DGSCX | |
| Total Expense Ratio | 1.06 | 1.28 | 83% |
| Annual Report Gross Expense Ratio | 1.06 | 1.35 | 79% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 11.371 | 8.596 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 44.7M | 180,761% |
| Annual Yield % from dividends | 0.58 | 0.96 | 60% |
| Returns for 1 year | 9.67 | -0.68 | -1,419% |
| Returns for 3 years | 31.69 | 28.59 | 111% |
| Returns for 5 years | 13.63 | -2.46 | -555% |
| Returns for 10 years | 60.12 | -6.16 | -975% |
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