AVPEX
Price
$13.83
Change
+$0.11 (+0.80%)
Updated
Jul 3 closing price
Net Assets
22.79M
SFCWX
Price
$74.91
Change
+$0.44 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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AVPEX vs SFCWX

Header iconAVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWXBanner chart's image
ALPS Global Opportunity Portfolio Cl III
Price$13.83
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets22.79M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
AVPEX vs SFCWX Comparison Chart in %
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AVPEX vs. SFCWX commentary
Jul 07, 2025

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 SFCWX is a Buy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. AVPEX (22.8M). AVPEX pays higher dividends than SFCWX: AVPEX (8.56) vs SFCWX (0.94). AVPEX was incepted earlier than SFCWX: AVPEX (11 years) vs SFCWX (8 years). AVPEX (2.64) is less costly to investors than SFCWX (0.65). SFCWX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than SFCWX: AVPEX (0) vs SFCWX (1000000). AVPEX annual gain was more profitable for investors over the last year : 12.03 vs. SFCWX (10.80). AVPEX return over 5 years is better than : 57.31 vs. SFCWX (23.80).
AVPEXSFCWXAVPEX / SFCWX
Total Expense Ratio2.380.65366%
Annual Report Gross Expense Ratio2.640.65406%
Fund Existence11 years8 years-
Gain YTD4.1428.80547%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.8M79.1B0%
Annual Yield % from dividends8.560.94913%
Returns for 1 year12.0310.80111%
Returns for 3 years40.3636.16112%
Returns for 5 years57.3123.80241%
Returns for 10 years100.73N/A-
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