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FSFWX vs LPFAX
FSFWX vs LPFAX Comparison
Open Charts FSFWX vs LPFAX
American Funds SMALLCAP World 529-F-3
Price$70.86
Change-$0.59 (-0.83%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity A
Price$6.60
Change-$0.08 (-1.20%)
VolumeN/A
CapitalizationN/A
FSFWX vs LPFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 77B vs. LPFAX (67.3M). LPFAX pays higher dividends than FSFWX: LPFAX (5.25) vs FSFWX (0.90). FSFWX was incepted earlier than LPFAX: FSFWX (4 years) vs LPFAX (7 years). FSFWX is a more actively managed with annual turnover of: 29.00 vs. LPFAX (21.00). FSFWX has a lower initial minimum investment than LPFAX: FSFWX (250) vs LPFAX (2500). LPFAX annual gain was more profitable for investors over the last year : 17.93 vs. FSFWX (8.97).
| FSFWX | LPFAX | FSFWX / LPFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 6.460 | 15.691 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77B | 67.3M | 114,413% |
| Annual Yield % from dividends | 0.90 | 5.25 | 17% |
| Returns for 1 year | 8.97 | 17.93 | 50% |
| Returns for 3 years | -7.21 | 10.57 | -68% |
| Returns for 5 years | N/A | 26.40 | - |
| Returns for 10 years | N/A | N/A | - |