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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity III
Price$14.70
Change+$0.02 (+0.14%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$73.27
Change+$0.05 (+0.07%)
VolumeN/A
CapitalizationN/A
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AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
Nov 09, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 77.6B vs. AVPEX (26.7M). SFCWX pays higher dividends than AVPEX: SFCWX (0.95) vs AVPEX (0.00). AVPEX was incepted earlier than SFCWX: AVPEX (10 years) vs SFCWX (8 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. AVPEX (22.00). 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 : 36.89 vs. SFCWX (25.09). AVPEX return over 5 years is better than : 37.83 vs. SFCWX (27.18).
| AVPEX | SFCWX | AVPEX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 19.738 | 8.154 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.7M | 77.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 36.89 | 25.09 | 147% |
| Returns for 3 years | -4.35 | -22.54 | 19% |
| Returns for 5 years | 37.83 | 27.18 | 139% |
| Returns for 10 years | 112.76 | N/A | - |
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