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AVPEX vs FSFWX
AVPEX vs FSFWX Comparison
Open Charts AVPEX vs FSFWX
ALPS Global Opportunity Portfolio Cl III
Price$13.90
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets22.25M
American Funds SMALLCAP World 529-F-3
Price$74.36
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
AVPEX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 80.3B vs. AVPEX (22.2M). AVPEX pays higher dividends than FSFWX: AVPEX (8.52) vs FSFWX (0.92). AVPEX was incepted earlier than FSFWX: AVPEX (11 years) vs FSFWX (5 years). AVPEX (2.64) is less costly to investors than FSFWX (0.71). FSFWX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than FSFWX: AVPEX (0) vs FSFWX (250). FSFWX annual gain was more profitable for investors over the last year : 10.62 vs. AVPEX (9.97).
| AVPEX | FSFWX | AVPEX / FSFWX | |
| Total Expense Ratio | 2.38 | 0.71 | 335% |
| Annual Report Gross Expense Ratio | 2.64 | 0.71 | 372% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 4.669 | 9.905 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2M | 80.3B | 0% |
| Annual Yield % from dividends | 8.52 | 0.92 | 928% |
| Returns for 1 year | 9.97 | 10.62 | 94% |
| Returns for 3 years | 26.34 | 22.89 | 115% |
| Returns for 5 years | 45.90 | N/A | - |
| Returns for 10 years | 100.67 | N/A | - |
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