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AVPEX vs SCWCX
AVPEX vs SCWCX Comparison
Open Charts AVPEX vs SCWCX
AVPEX vs SCWCX Comparison Chart in %
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AVPEX vs. SCWCX commentary
Sep 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVPEX is a Hold and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.4B vs. AVPEX (19.1M). AVPEX pays higher dividends than SCWCX: AVPEX (6.87) vs SCWCX (0.12). AVPEX was incepted earlier than SCWCX: AVPEX (12 years) vs SCWCX (26 years). AVPEX (2.11) is less costly to investors than SCWCX (1.77). SCWCX is a more actively managed with annual turnover of: 41.00 vs. AVPEX (30.00). AVPEX has a lower initial minimum investment than SCWCX: AVPEX (0) vs SCWCX (250). SCWCX annual gain was more profitable for investors over the last year : 7.14 vs. AVPEX (-11.91). AVPEX return over 5 years is better than : -8.47 vs. SCWCX (-15.08).
| AVPEX | SCWCX | AVPEX / SCWCX | |
| Total Expense Ratio | 1.76 | 1.77 | 99% |
| Annual Report Gross Expense Ratio | 2.11 | 1.77 | 119% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -6.785 | 11.709 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1M | 91.4B | 0% |
| Annual Yield % from dividends | 6.87 | 0.12 | 5,814% |
| Returns for 1 year | -11.91 | 7.14 | -167% |
| Returns for 3 years | 23.33 | 33.12 | 70% |
| Returns for 5 years | -8.47 | -15.08 | 56% |
| Returns for 10 years | 84.80 | 61.27 | 138% |
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