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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$13.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.62M
American Funds SMALLCAP World 529-F-2
Price$76.21
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets82.15B
AVPEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.2B vs. AVPEX (21.6M). AVPEX pays higher dividends than FSWFX: AVPEX (8.61) vs FSWFX (0.82). AVPEX was incepted earlier than FSWFX: AVPEX (11 years) vs FSWFX (5 years). AVPEX (2.64) is less costly to investors than FSWFX (0.76). FSWFX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than FSWFX: AVPEX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 9.28 vs. AVPEX (3.92).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | 2.38 | 0.76 | 313% |
| Annual Report Gross Expense Ratio | 2.64 | 0.76 | 347% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 3.163 | 12.756 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 82.2B | 0% |
| Annual Yield % from dividends | 8.61 | 0.82 | 1,054% |
| Returns for 1 year | 3.92 | 9.28 | 42% |
| Returns for 3 years | 51.29 | 45.77 | 112% |
| Returns for 5 years | 40.78 | N/A | - |
| Returns for 10 years | 105.52 | N/A | - |
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