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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$14.03
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets26.42M
American Funds SMALLCAP World 529-F-2
Price$69.75
Change+$0.72 (+1.04%)
VolumeN/A
Net Assets75.73B
AVPEX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.7B vs. AVPEX (26.4M). 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 : 22.56 vs. FSWFX (9.21).
| 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 | 4.744 | 3.165 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 75.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.89 | - |
| Returns for 1 year | 22.56 | 9.21 | 245% |
| Returns for 3 years | 7.89 | 0.67 | 1,180% |
| Returns for 5 years | 31.61 | N/A | - |
| Returns for 10 years | 113.65 | N/A | - |
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