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FSFWX vs LPERX
FSFWX vs LPERX Comparison
Open Charts FSFWX vs LPERX
American Funds SMALLCAP World 529-F-3
Price$69.85
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets75.27B
ALPS Global Opportunity R
Price$4.43
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets61.17M
FSFWX vs LPERX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.3B vs. LPERX (61.2M). LPERX pays higher dividends than FSFWX: LPERX (16.22) vs FSFWX (0.94). FSFWX was incepted earlier than LPERX: FSFWX (5 years) vs LPERX (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). FSFWX annual gain was more profitable for investors over the last year : 4.08 vs. LPERX (1.31).
| 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 | 3.162 | 0.226 | 1,401% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 61.2M | 123,039% |
| Annual Yield % from dividends | 0.94 | 16.22 | 6% |
| Returns for 1 year | 4.08 | 1.31 | 312% |
| Returns for 3 years | 17.65 | 27.19 | 65% |
| Returns for 5 years | N/A | 31.27 | - |
| Returns for 10 years | N/A | 39.66 | - |
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