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AVPEX vs SMCWX
AVPEX vs SMCWX Comparison
Open Charts AVPEX vs SMCWX
ALPS Global Opportunity Portfolio Cl III
Price$12.56
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets19.57M
American Funds SMALLCAP World A
Price$72.86
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
AVPEX vs SMCWX Comparison Chart in %
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AVPEX vs. SMCWX commentary
Nov 20, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 78.9B vs. AVPEX (19.6M). AVPEX pays higher dividends than SMCWX: AVPEX (8.92) vs SMCWX (0.57). AVPEX was incepted earlier than SMCWX: AVPEX (11 years) vs SMCWX (36 years). AVPEX (2.64) is less costly to investors than SMCWX (1.04). SMCWX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than SMCWX: AVPEX (0) vs SMCWX (250). SMCWX annual gain was more profitable for investors over the last year : 5.98 vs. AVPEX (-6.99). AVPEX return over 5 years is better than : 18.52 vs. SMCWX (1.75).
| AVPEX | SMCWX | AVPEX / SMCWX | |
| Total Expense Ratio | 2.38 | 1.04 | 229% |
| Annual Report Gross Expense Ratio | 2.64 | 1.04 | 254% |
| Fund Existence | 11 years | 36 years | - |
| Gain YTD | -5.798 | 8.154 | -71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6M | 78.9B | 0% |
| Annual Yield % from dividends | 8.92 | 0.57 | 1,577% |
| Returns for 1 year | -6.99 | 5.98 | -117% |
| Returns for 3 years | 23.17 | 29.35 | 79% |
| Returns for 5 years | 18.52 | 1.75 | 1,060% |
| Returns for 10 years | 91.05 | 56.75 | 160% |
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