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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$13.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.26M
American Funds SMALLCAP World 529-F-2
Price$66.47
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
AVPEX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71.8B vs. AVPEX (22.3M). AVPEX pays higher dividends than FSWFX: AVPEX (9.03) vs FSWFX (0.92). AVPEX was incepted earlier than FSWFX: AVPEX (11 years) vs FSWFX (5 years). AVPEX (2.65) is less costly to investors than FSWFX (0.76). AVPEX is a more actively managed with annual turnover of: 45.00 vs. FSWFX (32.00). AVPEX has a lower initial minimum investment than FSWFX: AVPEX (0) vs FSWFX (250). AVPEX annual gain was more profitable for investors over the last year : 8.79 vs. FSWFX (-0.13).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | 2.41 | 0.76 | 317% |
| Annual Report Gross Expense Ratio | 2.65 | 0.76 | 349% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -0.828 | -1.686 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 71.8B | 0% |
| Annual Yield % from dividends | 9.03 | 0.92 | 981% |
| Returns for 1 year | 8.79 | -0.13 | -6,742% |
| Returns for 3 years | 26.20 | 19.51 | 134% |
| Returns for 5 years | 64.87 | N/A | - |
| Returns for 10 years | 90.13 | N/A | - |
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