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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity III
Price$14.37
Change-$0.07 (-0.48%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
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AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
Sep 21, 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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.8B vs. AVPEX (27.1M). 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 : 33.46 vs. SFCWX (20.16). AVPEX return over 5 years is better than : 39.04 vs. SFCWX (27.21).
| 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 | 18.264 | 6.204 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 76.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 33.46 | 20.16 | 166% |
| Returns for 3 years | 0.07 | -21.78 | -0% |
| Returns for 5 years | 39.04 | 27.21 | 143% |
| Returns for 10 years | N/A | N/A | - |
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