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AVPEX vs FSFWX
AVPEX vs FSFWX Comparison
Open Charts AVPEX vs FSFWX
ALPS Global Opportunity Portfolio Cl III
Price$12.89
Change-$0.33 (-2.50%)
VolumeN/A
Net Assets20.15M
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
AVPEX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. AVPEX (20.2M). AVPEX pays higher dividends than FSFWX: AVPEX (8.92) vs FSFWX (0.88). 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). FSFWX annual gain was more profitable for investors over the last year : 7.82 vs. AVPEX (-2.25). AVPEX return over 5 years is better than : 27.71 vs. FSFWX (9.11).
| 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 | -0.452 | 12.270 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2M | 81.8B | 0% |
| Annual Yield % from dividends | 8.92 | 0.88 | 1,017% |
| Returns for 1 year | -2.25 | 7.82 | -29% |
| Returns for 3 years | 25.91 | 32.18 | 81% |
| Returns for 5 years | 27.71 | 9.11 | 304% |
| Returns for 10 years | 103.83 | N/A | - |
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