CSPAX
Price
$75.23
Change
+$0.88 (+1.18%)
Updated
Sep 18 closing price
Net Assets
81.91B
OGIIX
Price
$54.14
Change
+$0.64 (+1.20%)
Updated
Sep 18 closing price
Net Assets
2.42B
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CSPAX vs OGIIX

Header iconCSPAX vs OGIIX Comparison
Open Charts CSPAX vs OGIIXBanner chart's image
American Funds SMALLCAP World 529A
Price$75.23
Change+$0.88 (+1.18%)
VolumeN/A
Net Assets81.91B
Invesco Global Opportunities R6
Price$54.14
Change+$0.64 (+1.20%)
VolumeN/A
Net Assets2.42B
CSPAX vs OGIIX Comparison Chart in %
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CSPAX vs. OGIIX commentary
Sep 19, 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 OGIIX is a Hold.

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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.9B vs. OGIIX (2.42B). CSPAX pays higher dividends than OGIIX: CSPAX (0.56) vs OGIIX (0.41). CSPAX was incepted earlier than OGIIX: CSPAX (24 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 : 11.09 vs. OGIIX (2.19). CSPAX return over 5 years is better than : 17.58 vs. OGIIX (-23.72).
CSPAXOGIIXCSPAX / OGIIX
Total Expense Ratio1.060.77138%
Annual Report Gross Expense Ratio1.060.77138%
Fund Existence24 years14 years-
Gain YTD13.5608.629157%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets81.9B2.42B3,384%
Annual Yield % from dividends0.560.41137%
Returns for 1 year11.092.19506%
Returns for 3 years38.2517.58218%
Returns for 5 years17.58-23.72-74%
Returns for 10 years63.5529.24217%
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