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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$12.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets20.88M
American Funds SMALLCAP World F3
Price$76.06
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
AVPEX vs SFCWX Comparison Chart in %
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AVPEX vs. SFCWX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. AVPEX (20.9M). AVPEX pays higher dividends than SFCWX: AVPEX (8.96) vs SFCWX (0.88). 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). 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 : 8.89 vs. AVPEX (-7.41). AVPEX return over 5 years is better than : 13.69 vs. SFCWX (-4.13).
| 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 | -5.873 | 10.475 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 82.3B | 0% |
| Annual Yield % from dividends | 8.96 | 0.88 | 1,015% |
| Returns for 1 year | -7.41 | 8.89 | -83% |
| Returns for 3 years | 44.19 | 36.18 | 122% |
| Returns for 5 years | 13.69 | -4.13 | -332% |
| Returns for 10 years | 93.71 | N/A | - |
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