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AVPEX vs SCWCX
AVPEX vs SCWCX Comparison
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AVPEX vs SCWCX Comparison Chart in %
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AVPEX vs. SCWCX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 89B vs. AVPEX (21.7M). AVPEX pays higher dividends than SCWCX: AVPEX (7.17) vs SCWCX (0.12). AVPEX was incepted earlier than SCWCX: AVPEX (12 years) vs SCWCX (25 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 : 13.27 vs. AVPEX (-4.84). AVPEX return over 5 years is better than : -0.47 vs. SCWCX (-8.84).
| 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 | 25 years | - |
| Gain YTD | -1.454 | 14.057 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 89B | 0% |
| Annual Yield % from dividends | 7.17 | 0.12 | 5,917% |
| Returns for 1 year | -4.84 | 13.27 | -36% |
| Returns for 3 years | 34.84 | 36.14 | 96% |
| Returns for 5 years | -0.47 | -8.84 | 5% |
| Returns for 10 years | 94.82 | 61.14 | 155% |
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