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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$13.16
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets24.7M
American Funds SMALLCAP World F3
Price$66.65
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets71.01B
AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
Mar 10, 2025
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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71B vs. AVPEX (24.7M). AVPEX pays higher dividends than SFCWX: AVPEX (8.65) vs SFCWX (1.00). AVPEX was incepted earlier than SFCWX: AVPEX (10 years) vs SFCWX (8 years). AVPEX (2.65) is less costly to investors than SFCWX (0.65). AVPEX is a more actively managed with annual turnover of: 45.00 vs. SFCWX (32.00). AVPEX has a lower initial minimum investment than SFCWX: AVPEX (0) vs SFCWX (1000000). AVPEX annual gain was more profitable for investors over the last year : 11.08 vs. SFCWX (-3.35). AVPEX return over 5 years is better than : 38.23 vs. SFCWX (23.91).
| AVPEX | SFCWX | AVPEX / SFCWX | |
| Total Expense Ratio | 2.41 | 0.65 | 371% |
| Annual Report Gross Expense Ratio | 2.65 | 0.65 | 408% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | -0.904 | -3.223 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 71B | 0% |
| Annual Yield % from dividends | 8.65 | 1.00 | 868% |
| Returns for 1 year | 11.08 | -3.35 | -331% |
| Returns for 3 years | 18.92 | 5.90 | 321% |
| Returns for 5 years | 38.23 | 23.91 | 160% |
| Returns for 10 years | 98.72 | N/A | - |
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