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CSPAX vs OGIIX
CSPAX vs OGIIX Comparison
Open Charts CSPAX vs OGIIX
American Funds SMALLCAP World 529A
Price$71.88
Change+$0.27 (+0.38%)
VolumeN/A
Net Assets79.11B
Invesco Global Opportunities R6
Price$52.60
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets2.42B
CSPAX vs OGIIX Comparison Chart in %
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CSPAX vs. OGIIX 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 OGIIX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.1B vs. OGIIX (2.42B). CSPAX pays higher dividends than OGIIX: CSPAX (0.58) vs OGIIX (0.41). CSPAX was incepted earlier than OGIIX: CSPAX (23 years) vs OGIIX (14 years). CSPAX (1.06) is less costly to investors than OGIIX (0.77). OGIIX is a more actively managed with annual turnover of: 62.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than OGIIX: CSPAX (250) vs OGIIX (1000000). CSPAX annual gain was more profitable for investors over the last year : 14.98 vs. OGIIX (7.53). CSPAX return over 5 years is better than : 13.71 vs. OGIIX (-25.73).
| CSPAX | OGIIX | CSPAX / OGIIX | |
| Total Expense Ratio | 1.06 | 0.77 | 138% |
| Annual Report Gross Expense Ratio | 1.06 | 0.77 | 138% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 8.503 | 6.538 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 2.42B | 3,266% |
| Annual Yield % from dividends | 0.58 | 0.41 | 140% |
| Returns for 1 year | 14.98 | 7.53 | 199% |
| Returns for 3 years | 23.03 | -0.55 | -4,179% |
| Returns for 5 years | 13.71 | -25.73 | -53% |
| Returns for 10 years | 47.76 | 23.89 | 200% |
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