Ad is loading...
Ad is loading...
FSFWX vs LPEIX
FSFWX vs LPEIX Comparison
Open Charts FSFWX vs LPEIX
American Funds SMALLCAP World 529-F-3
Price$69.23
Change-$0.85 (-1.21%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity I
Price$7.83
Change-$0.04 (-0.51%)
VolumeN/A
CapitalizationN/A
FSFWX vs LPEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 74.7B vs. LPEIX (66.8M). LPEIX pays higher dividends than FSFWX: LPEIX (5.09) vs FSFWX (0.90). FSFWX was incepted earlier than LPEIX: FSFWX (4 years) vs LPEIX (17 years). FSFWX is a more actively managed with annual turnover of: 29.00 vs. LPEIX (21.00). 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 : 30.67 vs. FSFWX (16.33).
| FSFWX | LPEIX | FSFWX / LPEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 4.011 | 18.457 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 66.8M | 111,826% |
| Annual Yield % from dividends | 0.90 | 5.09 | 18% |
| Returns for 1 year | 16.33 | 30.67 | 53% |
| Returns for 3 years | -25.14 | -2.00 | 1,260% |
| Returns for 5 years | N/A | 29.44 | - |
| Returns for 10 years | N/A | 84.97 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EPLBX | 22.52 | -0.10 | -0.44% |
| NYLI Epoch U.S. Equity Yield Class B | |||
| RIRBX | 71.86 | -0.33 | -0.46% |
| American Funds Capital Income Bldr R2 | |||
| FVIFX | 40.54 | -0.20 | -0.49% |
| Fidelity Advisor Value I | |||
| GVIRX | 17.85 | -0.18 | -1.00% |
| Goldman Sachs US Eq Div and Premium Inv | |||
| APITX | 12.98 | -0.18 | -1.37% |
| Yorktown Growth L | |||