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CSPAX vs DGSCX
CSPAX vs DGSCX Comparison
Open Charts CSPAX vs DGSCX
American Funds SMALLCAP World 529A
Price$71.88
Change+$0.27 (+0.38%)
VolumeN/A
Net Assets79.11B
Virtus KAR Global Small-Cap Inst
Price$41.18
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets44.16M
CSPAX vs DGSCX Comparison Chart in %
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CSPAX vs. DGSCX commentary
Aug 08, 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 Buy and DGSCX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.1B vs. DGSCX (44.2M). DGSCX pays higher dividends than CSPAX: DGSCX (0.96) vs CSPAX (0.58). CSPAX was incepted earlier than DGSCX: CSPAX (23 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 : 14.98 vs. DGSCX (2.51). CSPAX return over 5 years is better than : 13.71 vs. DGSCX (-2.38).
| CSPAX | DGSCX | CSPAX / DGSCX | |
| Total Expense Ratio | 1.06 | 1.28 | 83% |
| Annual Report Gross Expense Ratio | 1.06 | 1.35 | 79% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 8.503 | 6.981 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 44.2M | 178,959% |
| Annual Yield % from dividends | 0.58 | 0.96 | 60% |
| Returns for 1 year | 14.98 | 2.51 | 597% |
| Returns for 3 years | 23.03 | 20.06 | 115% |
| Returns for 5 years | 13.71 | -2.38 | -576% |
| Returns for 10 years | 47.76 | -12.31 | -388% |
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