Hi John,
Welcome to the forum.
Looking at this posts here and your posts on the VansAirforce forum I get the feeling you really want to build and (part-)own a 2 seat side-by-side aircraft, however, you are not that keen on the Sonex (correct me if I’m wrong), yet you are drawn to it because of the "alleged" lower cost.
Please take my comments below any way you like, I am certainly not trying to try and steer you in any direction. You should make the choice you are most comfortable with off course.
Firstly, as others have stated, if you’re limited by budget no aircraft will suit 100% of your needs.
Define your “mission” and see what suits your needs/desires the most.
Make a list perhaps, what are absolute “musts”, what are “wants”, what are “nice to haves”. Make sure to include (building AND operating) cost into this and then score the options accordingly.
Then, define your "mission", for an example of a mission just have a look on Jeff Shultz’s website under “Why a Sonex?”:
http://www.sonex604.com/Secondly, as I’ve just touched on, owning and operating an aircraft is not cheap. If you’re limited by budget like most of us you must take this into consideration.
Thirdly, building an aircraft will ALWAYS end up costing you more money than the manufacturer claims (it will also weigh more and take more time to build than whatever they say :-)).
For example: in the numbers they state they assume the absolute minimum in instrumentation, engine, etc.; they don’t add shipping costs (a major factor for some of us); they don’t take into account the parts you WILL stuff up and buy replacements for; they generally don’t include things like electrical wire, terminals, connectors fuses etc., nor do they include fuel/oil system accessories such as hoses, fittings, ….; they don’t include products such a primers, sealers, paint, adhesives, sandpaper, …; they don’t include all the tools you will need to buy; they will usually include the minimum hardware required but not all the extras you’ll end up needing; (the list goes on and on and on and all this adds up to thousands of dollars easily).
Anyway, the total building cost these companies state are very, very, optimistic and they conveniently ‘forget’ to include items you as a potential new customer would not immediately think of either when doing your sums.
Finally, DO NOT DISMISS scratch building as an option. And that goes for the Zenith as well (I don’t believe you can scratch build an RV-12).
Your statement about not many people going down that path is certainly not true in case of a Sonex. Many have been (partly) scratch built. I’m not sure of the percentage of Sonex’s out there flying that would be scratch built to some extent but it would not surprise me the number is over 30%.
I’d really like to talk a bit more about this as I believe you should consider this option if building cost is a great concern to you:
There are degrees of “scratch building” and there is a lot of money to be saved making parts from scratch. I’ve read posts from builders on the old Sonex forum who literally built every component themselves and managed to keep the cost of the entire airframe under $5000! Now those are indeed extreme examples and yes, not many people do this.
HOWEVER,
Most of us who say we’ve scratch built our Sonex, when we do so we’re really only referring to the aluminium parts.
Most “scratch builders” do not fabricate the welded steel components & fibreglass components from scratch, we still buy those from Sonex, and this way we don’t require to have any extra tools/skills/techniques under our belts to complete our project compared to a standard kit builder but we can still save a lot of money, we just need to invest a bit more time into the project.
Remember any kit built aircraft needs to comply to the 51% rule so there is still A LOT of cutting/drilling/filling/sanding to do and many parts still have to be cut from “raw materials” (bare sheet / angle), as a “part scratch builder” we just have to do more of this but there aren’t really any procedures we need to perform or techniques we need to acquire that standard kit builders won’t have to.
I think average built time of a kit builder is about 1000-1200 hours and a “part scratch builder” would be closer to 1500 hours, so yes, significant time added to the project but you will also save anywhere between 5K to 10K if not more (depending on how much you are willing to scratch build).
More on (part)scratch building a Sonex can be found on Eric Witheroon’s website, he scratch built 2.5 Sonex’s (you’ll see what I mean by that when you read his stories/logs):
http://www.spoonworld.com/(make sure to read his “Low cost strategy article” under “Home Building Hints” -> “Strategy”.