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FSFWX vs LPEFX
FSFWX vs LPEFX Comparison
Open Charts FSFWX vs LPEFX
American Funds SMALLCAP World 529-F-3
Price$70.44
Change-$0.70 (-0.98%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity I
Price$7.58
Change-$0.06 (-0.79%)
VolumeN/A
CapitalizationN/A
FSFWX vs LPEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 76.8B vs. LPEFX (67.9M). LPEFX pays higher dividends than FSFWX: LPEFX (5.22) vs FSFWX (0.90). FSFWX was incepted earlier than LPEFX: FSFWX (4 years) vs LPEFX (17 years). FSFWX is a more actively managed with annual turnover of: 29.00 vs. LPEFX (21.00). FSFWX has a lower initial minimum investment than LPEFX: FSFWX (250) vs LPEFX (2500). LPEFX annual gain was more profitable for investors over the last year : 31.45 vs. FSFWX (17.74).
| FSFWX | LPEFX | FSFWX / LPEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 5.829 | 18.995 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 67.9M | 113,108% |
| Annual Yield % from dividends | 0.90 | 5.22 | 17% |
| Returns for 1 year | 17.74 | 31.45 | 56% |
| Returns for 3 years | -23.75 | -2.80 | 849% |
| Returns for 5 years | N/A | 28.05 | - |
| Returns for 10 years | N/A | 81.51 | - |
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