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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$13.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.26M
American Funds SMALLCAP World F3
Price$67.73
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets71.85B
AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
May 12, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71.8B vs. AVPEX (22.3M). AVPEX pays higher dividends than SFCWX: AVPEX (9.03) vs SFCWX (1.02). AVPEX was incepted earlier than SFCWX: AVPEX (11 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 : 8.79 vs. SFCWX (-0.02). AVPEX return over 5 years is better than : 64.87 vs. SFCWX (26.42).
| AVPEX | SFCWX | AVPEX / SFCWX | |
| Total Expense Ratio | 2.41 | 0.65 | 371% |
| Annual Report Gross Expense Ratio | 2.65 | 0.65 | 408% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -0.828 | -1.655 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 71.8B | 0% |
| Annual Yield % from dividends | 9.03 | 1.02 | 883% |
| Returns for 1 year | 8.79 | -0.02 | -57,584% |
| Returns for 3 years | 26.20 | 19.49 | 134% |
| Returns for 5 years | 64.87 | 26.42 | 246% |
| Returns for 10 years | 90.13 | N/A | - |
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