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FSFWX vs LPERX
FSFWX vs LPERX Comparison
Open Charts FSFWX vs LPERX
American Funds SMALLCAP World 529-F-3
Price$69.23
Change-$0.85 (-1.21%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity R
Price$5.45
Change-$0.03 (-0.55%)
VolumeN/A
CapitalizationN/A
FSFWX vs LPERX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 74.7B vs. LPERX (66.8M). LPERX pays higher dividends than FSFWX: LPERX (7.20) vs FSFWX (0.90). FSFWX was incepted earlier than LPERX: FSFWX (4 years) vs LPERX (17 years). FSFWX is a more actively managed with annual turnover of: 29.00 vs. LPERX (21.00). 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 : 29.90 vs. FSFWX (16.33).
| FSFWX | LPERX | FSFWX / LPERX | |
| 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 | 17.965 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 66.8M | 111,826% |
| Annual Yield % from dividends | 0.90 | 7.20 | 13% |
| Returns for 1 year | 16.33 | 29.90 | 55% |
| Returns for 3 years | -25.14 | -6.65 | 378% |
| Returns for 5 years | N/A | 19.05 | - |
| Returns for 10 years | N/A | 62.83 | - |
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