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AVPEX vs SFCWX
AVPEX vs SFCWX Comparison
Open Charts AVPEX vs SFCWX
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.
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).
| 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 | 4.142 | 8.805 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8M | 79.1B | 0% |
| Annual Yield % from dividends | 8.56 | 0.94 | 913% |
| Returns for 1 year | 12.03 | 10.80 | 111% |
| Returns for 3 years | 40.36 | 36.16 | 112% |
| Returns for 5 years | 57.31 | 23.80 | 241% |
| Returns for 10 years | 100.73 | N/A | - |