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AVPEX vs FSFWX
AVPEX vs FSFWX Comparison
Open Charts AVPEX vs FSFWX
ALPS Global Opportunity Portfolio Cl III
Price$13.83
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets22.79M
American Funds SMALLCAP World 529-F-3
Price$73.60
Change+$0.42 (+0.57%)
VolumeN/A
Net Assets79.12B
AVPEX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.1B vs. AVPEX (22.8M). AVPEX pays higher dividends than FSFWX: AVPEX (8.56) vs FSFWX (0.92). AVPEX was incepted earlier than FSFWX: AVPEX (11 years) vs FSFWX (5 years). AVPEX (2.64) is less costly to investors than FSFWX (0.71). FSFWX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than FSFWX: AVPEX (0) vs FSFWX (250). AVPEX annual gain was more profitable for investors over the last year : 12.03 vs. FSFWX (10.73).
| AVPEX | FSFWX | AVPEX / FSFWX | |
| Total Expense Ratio | 2.38 | 0.71 | 335% |
| Annual Report Gross Expense Ratio | 2.64 | 0.71 | 372% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 4.142 | 8.782 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8M | 79.1B | 0% |
| Annual Yield % from dividends | 8.56 | 0.92 | 935% |
| Returns for 1 year | 12.03 | 10.73 | 112% |
| Returns for 3 years | 40.36 | 36.33 | 111% |
| Returns for 5 years | 57.31 | N/A | - |
| Returns for 10 years | 100.73 | N/A | - |