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FGPGX vs LSPIX
FGPGX vs LSPIX Comparison
Open Charts FGPGX vs LSPIX
American Funds Growth Portfolio 529-F-2
Price$28.18
Change+$0.24 (+0.86%)
VolumeN/A
Net Assets22.99B
LoCorr Spectrum Income I
Price$5.41
Change+$0.01 (+0.19%)
VolumeN/A
Net Assets73M
FGPGX vs LSPIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGPGX has more cash in the bank: 23B vs. LSPIX (73M). LSPIX pays higher dividends than FGPGX: LSPIX (8.96) vs FGPGX (0.61). FGPGX was incepted earlier than LSPIX: FGPGX (5 years) vs LSPIX (12 years). LSPIX (3.64) is less costly to investors than FGPGX (0.50). FGPGX has a lower initial minimum investment than LSPIX: FGPGX (250) vs LSPIX (100000). FGPGX annual gain was more profitable for investors over the last year : 11.44 vs. LSPIX (6.76).
| FGPGX | LSPIX | FGPGX / LSPIX | |
| Total Expense Ratio | 0.50 | 3.61 | 14% |
| Annual Report Gross Expense Ratio | 0.50 | 3.64 | 14% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 11.120 | 5.480 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 73M | 31,507% |
| Annual Yield % from dividends | 0.61 | 8.96 | 7% |
| Returns for 1 year | 11.44 | 6.76 | 169% |
| Returns for 3 years | 49.93 | -13.60 | -367% |
| Returns for 5 years | N/A | 62.76 | - |
| Returns for 10 years | N/A | 33.15 | - |
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