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AVPEX vs FSFWX
AVPEX vs FSFWX Comparison
Open Charts AVPEX vs FSFWX
ALPS Global Opportunity Portfolio Cl III
Price$13.18
Change-$0.31 (-2.30%)
VolumeN/A
Net Assets21.98M
American Funds SMALLCAP World 529-F-3
Price$70.08
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
AVPEX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.5B vs. AVPEX (22M). AVPEX pays higher dividends than FSFWX: AVPEX (8.83) vs FSFWX (0.94). 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 : 7.73 vs. FSFWX (5.14).
| 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 | -0.753 | 3.580 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22M | 75.5B | 0% |
| Annual Yield % from dividends | 8.83 | 0.94 | 942% |
| Returns for 1 year | 7.73 | 5.14 | 150% |
| Returns for 3 years | 35.08 | 31.38 | 112% |
| Returns for 5 years | 53.97 | N/A | - |
| Returns for 10 years | 88.25 | N/A | - |
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