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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
Jul 12, 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 Buy and SCWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 94.3B vs. AVPEX (18.6M). AVPEX pays higher dividends than SCWCX: AVPEX (7.54) vs SCWCX (0.11). 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 : 12.39 vs. AVPEX (-14.29). AVPEX return over 5 years is better than : -6.79 vs. SCWCX (-9.84).
| 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 | -9.370 | 13.291 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 94.3B | 0% |
| Annual Yield % from dividends | 7.54 | 0.11 | 6,603% |
| Returns for 1 year | -14.29 | 12.39 | -115% |
| Returns for 3 years | 22.96 | 30.29 | 76% |
| Returns for 5 years | -6.79 | -9.84 | 69% |
| Returns for 10 years | 87.34 | 67.03 | 130% |
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