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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
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-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
AVPEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. AVPEX (22.2M). AVPEX pays higher dividends than FSWFX: AVPEX (8.52) vs FSWFX (0.85). 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 : 10.54 vs. AVPEX (9.97).
| 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 | 4.669 | 9.856 | 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 | 0.85 | 1,003% |
| Returns for 1 year | 9.97 | 10.54 | 95% |
| Returns for 3 years | 26.34 | 22.73 | 116% |
| Returns for 5 years | 45.90 | N/A | - |
| Returns for 10 years | 100.67 | N/A | - |
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