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FSFWX vs LPEIX
FSFWX vs LPEIX Comparison
Open Charts FSFWX vs LPEIX
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.4B
ALPS Global Opportunity I
Price$7.25
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets59.3M
FSFWX vs LPEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.4B vs. LPEIX (59.3M). LPEIX pays higher dividends than FSFWX: LPEIX (10.52) vs FSFWX (0.92). FSFWX was incepted earlier than LPEIX: FSFWX (5 years) vs LPEIX (18 years). LPEIX (2.39) 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). FSFWX annual gain was more profitable for investors over the last year : 10.18 vs. LPEIX (8.38).
| FSFWX | LPEIX | FSFWX / LPEIX | |
| Total Expense Ratio | 0.71 | 2.32 | 31% |
| Annual Report Gross Expense Ratio | 0.71 | 2.39 | 30% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.758 | 6.471 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4B | 59.3M | 133,895% |
| Annual Yield % from dividends | 0.92 | 10.52 | 9% |
| Returns for 1 year | 10.18 | 8.38 | 121% |
| Returns for 3 years | 33.99 | 50.59 | 67% |
| Returns for 5 years | N/A | 49.26 | - |
| Returns for 10 years | N/A | 70.88 | - |
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