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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$12.50
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets21.28M
American Funds SMALLCAP World 529-F-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.69B
AVPEX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.7B vs. AVPEX (21.3M). AVPEX pays higher dividends than FSWFX: AVPEX (9.17) vs FSWFX (0.94). AVPEX was incepted earlier than FSWFX: AVPEX (10 years) vs FSWFX (4 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 : 5.89 vs. FSWFX (-3.74).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | 2.41 | 0.76 | 317% |
| Annual Report Gross Expense Ratio | 2.65 | 0.76 | 349% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | -6.777 | -8.948 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 66.7B | 0% |
| Annual Yield % from dividends | 9.17 | 0.94 | 977% |
| Returns for 1 year | 5.89 | -3.74 | -158% |
| Returns for 3 years | 4.21 | -3.50 | -120% |
| Returns for 5 years | 59.05 | N/A | - |
| Returns for 10 years | 81.16 | N/A | - |
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