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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$13.18
Change-$0.31 (-2.30%)
VolumeN/A
Net Assets22.52M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets76.67B
AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
Jun 14, 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 Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.7B vs. AVPEX (22.5M). AVPEX pays higher dividends than SFCWX: AVPEX (8.83) vs SFCWX (0.96). AVPEX was incepted earlier than SFCWX: AVPEX (11 years) vs SFCWX (8 years). AVPEX (2.64) is less costly to investors than SFCWX (0.65). SFCWX (32.00) and AVPEX (31.00) have comparable annual turnover. 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 : 10.26 vs. SFCWX (5.16). AVPEX return over 5 years is better than : 57.59 vs. SFCWX (24.19).
| AVPEX | SFCWX | AVPEX / SFCWX | |
| Total Expense Ratio | 2.38 | 0.65 | 366% |
| Annual Report Gross Expense Ratio | 2.64 | 0.65 | 406% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 1.581 | 3.557 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 76.7B | 0% |
| Annual Yield % from dividends | 8.83 | 0.96 | 919% |
| Returns for 1 year | 10.26 | 5.16 | 199% |
| Returns for 3 years | 38.25 | 31.15 | 123% |
| Returns for 5 years | 57.59 | 24.19 | 238% |
| Returns for 10 years | 92.67 | N/A | - |
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