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FSFWX vs LPEFX
FSFWX vs LPEFX Comparison
Open Charts FSFWX vs LPEFX
American Funds SMALLCAP World 529-F-3
Price$70.66
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity I
Price$7.48
Change-$0.04 (-0.53%)
VolumeN/A
CapitalizationN/A
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FSFWX vs LPEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 76.8B vs. LPEFX (67.6M). 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 : 32.31 vs. FSFWX (20.09).
| 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 | 6.160 | 17.425 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 67.6M | 113,609% |
| Annual Yield % from dividends | 0.90 | 5.22 | 17% |
| Returns for 1 year | 20.09 | 32.31 | 62% |
| Returns for 3 years | -21.79 | 1.44 | -1,517% |
| Returns for 5 years | N/A | 31.03 | - |
| Returns for 10 years | N/A | 75.95 | - |
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