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FSFWX vs LPERX
FSFWX vs LPERX Comparison
Open Charts FSFWX vs LPERX
American Funds SMALLCAP World 529-F-3
Price$72.35
Change+$0.93 (+1.30%)
VolumeN/A
Net Assets76.91B
ALPS Global Opportunity R
Price$4.52
Change+$0.07 (+1.57%)
VolumeN/A
Net Assets56.17M
FSFWX vs LPERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 76.9B vs. LPERX (56.2M). LPERX pays higher dividends than FSFWX: LPERX (16.22) vs FSFWX (0.94). FSFWX was incepted earlier than LPERX: FSFWX (5 years) vs LPERX (18 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). FSFWX annual gain was more profitable for investors over the last year : 9.65 vs. LPERX (2.96).
| 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 | 18 years | - |
| Gain YTD | 6.935 | 0.451 | 1,536% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9B | 56.2M | 136,833% |
| Annual Yield % from dividends | 0.94 | 16.22 | 6% |
| Returns for 1 year | 9.65 | 2.96 | 326% |
| Returns for 3 years | 30.70 | 39.27 | 78% |
| Returns for 5 years | N/A | 39.79 | - |
| Returns for 10 years | N/A | 41.09 | - |
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