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AVPEX vs FSFWX
AVPEX vs FSFWX Comparison
Open Charts AVPEX vs FSFWX
ALPS Global Opportunity Portfolio Cl III
Price$12.83
Change+$0.21 (+1.66%)
VolumeN/A
Net Assets21.05M
American Funds SMALLCAP World 529-F-3
Price$77.54
Change+$0.79 (+1.03%)
VolumeN/A
Net Assets82.43B
AVPEX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.4B vs. AVPEX (21.1M). AVPEX pays higher dividends than FSFWX: AVPEX (6.76) vs FSFWX (1.01). AVPEX was incepted earlier than FSFWX: AVPEX (11 years) vs FSFWX (5 years). AVPEX (2.64) is less costly to investors than FSFWX (0.70). AVPEX has a lower initial minimum investment than FSFWX: AVPEX (0) vs FSFWX (250). FSFWX annual gain was more profitable for investors over the last year : 15.34 vs. AVPEX (-4.25). AVPEX return over 5 years is better than : 16.13 vs. FSFWX (-2.16).
| AVPEX | FSFWX | AVPEX / FSFWX | |
| Total Expense Ratio | 2.38 | 0.70 | 340% |
| Annual Report Gross Expense Ratio | 2.64 | 0.70 | 377% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 3.635 | 5.296 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 82.4B | 0% |
| Annual Yield % from dividends | 6.76 | 1.01 | 670% |
| Returns for 1 year | -4.25 | 15.34 | -28% |
| Returns for 3 years | 37.48 | 32.21 | 116% |
| Returns for 5 years | 16.13 | -2.16 | -748% |
| Returns for 10 years | 119.09 | N/A | - |
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