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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$12.89
Change-$0.33 (-2.50%)
VolumeN/A
Net Assets20.15M
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
AVPEX vs SFCWX Comparison Chart in %
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AVPEX vs. SFCWX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.8B vs. AVPEX (20.2M). AVPEX pays higher dividends than SFCWX: AVPEX (8.92) vs SFCWX (0.90). AVPEX was incepted earlier than SFCWX: AVPEX (11 years) vs SFCWX (9 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). SFCWX annual gain was more profitable for investors over the last year : 7.88 vs. AVPEX (-2.25). AVPEX return over 5 years is better than : 27.71 vs. SFCWX (9.26).
| 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 | 9 years | - |
| Gain YTD | -0.452 | 12.305 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2M | 81.8B | 0% |
| Annual Yield % from dividends | 8.92 | 0.90 | 994% |
| Returns for 1 year | -2.25 | 7.88 | -29% |
| Returns for 3 years | 25.91 | 32.00 | 81% |
| Returns for 5 years | 27.71 | 9.26 | 299% |
| Returns for 10 years | 103.83 | N/A | - |
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