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FSFWX vs LPEIX
FSFWX vs LPEIX Comparison
Open Charts FSFWX vs LPEIX
American Funds SMALLCAP World 529-F-3
Price$61.38
Change-$2.93 (-4.56%)
VolumeN/A
Net Assets69.74B
ALPS Global Opportunity I
Price$6.31
Change-$0.37 (-5.54%)
VolumeN/A
Net Assets61.16M
FSFWX vs LPEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 69.7B vs. LPEIX (61.2M). LPEIX pays higher dividends than FSFWX: LPEIX (11.23) vs FSFWX (1.02). FSFWX was incepted earlier than LPEIX: FSFWX (4 years) vs LPEIX (17 years). LPEIX (2.30) is less costly to investors than FSFWX (0.71). LPEIX is a more actively managed with annual turnover of: 37.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than LPEIX: FSFWX (250) vs LPEIX (100000). LPEIX annual gain was more profitable for investors over the last year : 5.28 vs. FSFWX (-4.77).
| FSFWX | LPEIX | FSFWX / LPEIX | |
| Total Expense Ratio | 0.71 | 2.24 | 32% |
| Annual Report Gross Expense Ratio | 0.71 | 2.30 | 31% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -4.979 | -1.765 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7B | 61.2M | 113,889% |
| Annual Yield % from dividends | 1.02 | 11.23 | 9% |
| Returns for 1 year | -4.77 | 5.28 | -90% |
| Returns for 3 years | -5.16 | 13.33 | -39% |
| Returns for 5 years | N/A | 86.08 | - |
| Returns for 10 years | N/A | 64.04 | - |
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