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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$13.59
Change-$0.16 (-1.16%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$72.11
Change-$0.60 (-0.83%)
VolumeN/A
CapitalizationN/A
AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 77B vs. AVPEX (26.3M). 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 : 24.69 vs. SFCWX (9.03). AVPEX return over 5 years is better than : 33.89 vs. SFCWX (18.74).
| 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 | 22.237 | 6.514 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.3M | 77B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 24.69 | 9.03 | 273% |
| Returns for 3 years | 3.82 | -7.33 | -52% |
| Returns for 5 years | 33.89 | 18.74 | 181% |
| Returns for 10 years | 111.59 | N/A | - |