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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$14.03
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets26.42M
American Funds SMALLCAP World F3
Price$71.05
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets75.73B
AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
Jan 31, 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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.7B vs. AVPEX (26.4M). 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 : 22.56 vs. SFCWX (9.33). AVPEX return over 5 years is better than : 31.61 vs. SFCWX (22.90).
| 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 | 4.744 | 3.165 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 75.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 22.56 | 9.33 | 242% |
| Returns for 3 years | 7.89 | 0.66 | 1,201% |
| Returns for 5 years | 31.61 | 22.90 | 138% |
| Returns for 10 years | 113.65 | N/A | - |
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