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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$12.50
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets21.28M
American Funds SMALLCAP World F3
Price$62.72
Change+$0.58 (+0.93%)
VolumeN/A
Net Assets66.69B
AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
Apr 19, 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: 66.7B vs. AVPEX (21.3M). AVPEX pays higher dividends than SFCWX: AVPEX (9.17) vs SFCWX (1.04). 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 : 5.89 vs. SFCWX (-3.64). AVPEX return over 5 years is better than : 59.05 vs. SFCWX (26.47).
| 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 | -6.777 | -8.930 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 66.7B | 0% |
| Annual Yield % from dividends | 9.17 | 1.04 | 879% |
| Returns for 1 year | 5.89 | -3.64 | -162% |
| Returns for 3 years | 4.21 | -3.52 | -120% |
| Returns for 5 years | 59.05 | 26.47 | 223% |
| Returns for 10 years | 81.16 | N/A | - |
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