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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$13.59
Change-$0.16 (-1.16%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$70.73
Change-$0.59 (-0.83%)
VolumeN/A
CapitalizationN/A
AVPEX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77B vs. AVPEX (26.3M). FSWFX pays higher dividends than AVPEX: FSWFX (0.89) vs AVPEX (0.00). AVPEX was incepted earlier than FSWFX: AVPEX (10 years) vs FSWFX (4 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. AVPEX (22.00). 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 : 24.69 vs. FSWFX (8.90).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 22.237 | 6.393 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.3M | 77B | 0% |
| Annual Yield % from dividends | 0.00 | 0.89 | - |
| Returns for 1 year | 24.69 | 8.90 | 277% |
| Returns for 3 years | 3.82 | -7.32 | -52% |
| Returns for 5 years | 33.89 | N/A | - |
| Returns for 10 years | 111.59 | N/A | - |
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