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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$13.18
Change-$0.31 (-2.30%)
VolumeN/A
Net Assets21.98M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
AVPEX vs SFCWX Comparison Chart
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AVPEX vs. SFCWX commentary
Jun 16, 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 Hold and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. AVPEX (22M). AVPEX pays higher dividends than SFCWX: AVPEX (8.83) vs SFCWX (0.96). 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 : 7.73 vs. SFCWX (5.19). AVPEX return over 5 years is better than : 53.97 vs. SFCWX (24.23).
| AVPEX | SFCWX | AVPEX / SFCWX | |
| Total Expense Ratio | 2.38 | 0.65 | 366% |
| Annual Report Gross Expense Ratio | 2.64 | 0.65 | 406% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -0.753 | 3.590 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22M | 75.5B | 0% |
| Annual Yield % from dividends | 8.83 | 0.96 | 919% |
| Returns for 1 year | 7.73 | 5.19 | 149% |
| Returns for 3 years | 35.08 | 31.20 | 112% |
| Returns for 5 years | 53.97 | 24.23 | 223% |
| Returns for 10 years | 88.25 | N/A | - |
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