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CSPAX vs RGSAX
CSPAX vs RGSAX Comparison
Open Charts CSPAX vs RGSAX
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
Virtus KAR Global Small-Cap A
Price$34.60
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets44.32M
CSPAX vs RGSAX Comparison Chart in %
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CSPAX vs. RGSAX commentary
Aug 16, 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 RGSAX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. RGSAX (44.3M). RGSAX pays higher dividends than CSPAX: RGSAX (1.08) vs CSPAX (0.58). CSPAX was incepted earlier than RGSAX: CSPAX (24 years) vs RGSAX (24 years). RGSAX (1.60) is less costly to investors than CSPAX (1.06). CSPAX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (16.00). RGSAX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX has a lower initial minimum investment than RGSAX: CSPAX (250) vs RGSAX (2500). CSPAX annual gain was more profitable for investors over the last year : 10.22 vs. RGSAX (-2.24). CSPAX return over 5 years is better than : 14.95 vs. RGSAX (-8.26).
| CSPAX | RGSAX | CSPAX / RGSAX | |
| Total Expense Ratio | 1.06 | 1.60 | 66% |
| Annual Report Gross Expense Ratio | 1.06 | 1.60 | 66% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.650 | 7.185 | 134% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 44.3M | 181,264% |
| Annual Yield % from dividends | 0.58 | 1.08 | 54% |
| Returns for 1 year | 10.22 | -2.24 | -457% |
| Returns for 3 years | 21.60 | 16.78 | 129% |
| Returns for 5 years | 14.95 | -8.26 | -181% |
| Returns for 10 years | 50.82 | -21.09 | -241% |
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