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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$12.56
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets19.57M
American Funds SMALLCAP World 529-F-2
Price$73.27
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
AVPEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.9B vs. AVPEX (19.6M). AVPEX pays higher dividends than FSWFX: AVPEX (8.92) vs FSWFX (0.81). 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 : 6.26 vs. AVPEX (-6.99). AVPEX return over 5 years is better than : 18.52 vs. FSWFX (3.11).
| 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 | -5.798 | 8.406 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6M | 78.9B | 0% |
| Annual Yield % from dividends | 8.92 | 0.81 | 1,099% |
| Returns for 1 year | -6.99 | 6.26 | -112% |
| Returns for 3 years | 23.17 | 30.45 | 76% |
| Returns for 5 years | 18.52 | 3.11 | 595% |
| Returns for 10 years | 91.05 | N/A | - |
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