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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
ALPS Global Opportunity Portfolio Cl III
Price$11.82
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets19.51M
American Funds SMALLCAP World F3
Price$78.69
Change+$0.09 (+0.11%)
VolumeN/A
Net Assets82.43B
AVPEX vs SFCWX Comparison Chart in %
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AVPEX vs. SFCWX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. AVPEX (19.5M). AVPEX pays higher dividends than SFCWX: AVPEX (6.85) vs SFCWX (1.00). 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 is a more actively managed with annual turnover of: 41.00 vs. AVPEX (31.00). 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 : 12.72 vs. AVPEX (-14.53). AVPEX return over 5 years is better than : 2.59 vs. SFCWX (-6.70).
| 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 | -4.523 | 4.934 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5M | 82.4B | 0% |
| Annual Yield % from dividends | 6.85 | 1.00 | 682% |
| Returns for 1 year | -14.53 | 12.72 | -114% |
| Returns for 3 years | 22.19 | 26.08 | 85% |
| Returns for 5 years | 2.59 | -6.70 | -39% |
| Returns for 10 years | 100.56 | N/A | - |
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