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AVPEX vs SMCWX
AVPEX vs SMCWX Comparison
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AVPEX vs SMCWX Comparison Chart in %
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AVPEX vs. SMCWX commentary
Jun 15, 2026
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 Buy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. AVPEX (18.3M). AVPEX pays higher dividends than SMCWX: AVPEX (7.29) vs SMCWX (0.63). AVPEX was incepted earlier than SMCWX: AVPEX (12 years) vs SMCWX (36 years). AVPEX (2.11) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. AVPEX (30.00). 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 : 18.03 vs. AVPEX (-10.20). AVPEX return over 5 years is better than : -4.02 vs. SMCWX (-4.39).
| AVPEX | SMCWX | AVPEX / SMCWX | |
| Total Expense Ratio | 1.76 | 1.03 | 171% |
| Annual Report Gross Expense Ratio | 2.11 | 1.03 | 205% |
| Fund Existence | 12 years | 36 years | - |
| Gain YTD | -8.562 | 13.167 | -65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3M | 91.5B | 0% |
| Annual Yield % from dividends | 7.29 | 0.63 | 1,165% |
| Returns for 1 year | -10.20 | 18.03 | -57% |
| Returns for 3 years | 24.17 | 35.30 | 68% |
| Returns for 5 years | -4.02 | -4.39 | 92% |
| Returns for 10 years | 91.43 | 96.05 | 95% |
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