Ad is loading...
FSFWX vs LPERX
FSFWX vs LPERX Comparison
Open Charts FSFWX vs LPERX
American Funds SMALLCAP World 529-F-3
Price$66.56
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
ALPS Global Opportunity R
Price$4.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.78M
FSFWX vs LPERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 71.8B vs. LPERX (60.8M). LPERX pays higher dividends than FSFWX: LPERX (16.58) vs FSFWX (1.00). FSFWX was incepted earlier than LPERX: FSFWX (5 years) vs LPERX (17 years). LPERX (2.84) is less costly to investors than FSFWX (0.71). LPERX is a more actively managed with annual turnover of: 37.00 vs. FSFWX (32.00). LPERX has a lower initial minimum investment than FSFWX: LPERX (0) vs FSFWX (250). LPERX annual gain was more profitable for investors over the last year : 1.95 vs. FSFWX (-0.06).
| FSFWX | LPERX | FSFWX / LPERX | |
| Total Expense Ratio | 0.71 | 2.82 | 25% |
| Annual Report Gross Expense Ratio | 0.71 | 2.84 | 25% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | -1.655 | -1.129 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8B | 60.8M | 118,092% |
| Annual Yield % from dividends | 1.00 | 16.58 | 6% |
| Returns for 1 year | -0.06 | 1.95 | -3% |
| Returns for 3 years | 19.65 | 32.76 | 60% |
| Returns for 5 years | N/A | 46.44 | - |
| Returns for 10 years | N/A | 38.87 | - |
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 % |
| SNOCX | 30.23 | 0.20 | +0.67% |
| Easterly Snow Long/Short Opportunity C | |||
| FRESX | 39.44 | 0.18 | +0.46% |
| Fidelity Real Estate Investment Port | |||
| BCBDX | 12.01 | 0.04 | +0.33% |
| BlackRock Global Dividend Inv C | |||
| VLISX | 540.48 | -0.32 | -0.06% |
| Vanguard Large Cap Index Institutional | |||
| SPWYX | 13.82 | -0.07 | -0.50% |
| American Beacon Stephens Sm Cp Gr Y | |||