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CSPAX vs RGSAX
CSPAX vs RGSAX Comparison
Open Charts CSPAX vs RGSAX
American Funds SMALLCAP World 529A
Price$73.98
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets80.82B
Virtus KAR Global Small-Cap A
Price$34.79
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets43.77M
CSPAX vs RGSAX Comparison Chart in %
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CSPAX vs. RGSAX commentary
Sep 06, 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 StrongBuy and RGSAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.8B vs. RGSAX (43.8M). RGSAX pays higher dividends than CSPAX: RGSAX (1.07) vs CSPAX (0.56). 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 : 11.50 vs. RGSAX (-4.05). CSPAX return over 5 years is better than : 16.72 vs. RGSAX (-7.87).
| 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 | 10.873 | 6.722 | 162% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 43.8M | 184,475% |
| Annual Yield % from dividends | 0.56 | 1.07 | 52% |
| Returns for 1 year | 11.50 | -4.05 | -284% |
| Returns for 3 years | 35.72 | 26.85 | 133% |
| Returns for 5 years | 16.72 | -7.87 | -212% |
| Returns for 10 years | 59.82 | -17.25 | -347% |
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