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FSWFX vs LPEFX
FSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFX
American Funds SMALLCAP World 529-F-2
Price$72.97
Change-$0.78 (-1.06%)
VolumeN/A
Net Assets78.5B
ALPS Global Opportunity I
Price$6.76
Change-$0.07 (-1.02%)
VolumeN/A
Net Assets58.54M
FSWFX vs LPEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.5B vs. LPEFX (58.5M). LPEFX pays higher dividends than FSWFX: LPEFX (10.95) vs FSWFX (0.85). FSWFX was incepted earlier than LPEFX: FSWFX (5 years) vs LPEFX (18 years). LPEFX (2.72) is less costly to investors than FSWFX (0.76). LPEFX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LPEFX: FSWFX (250) vs LPEFX (2500). FSWFX annual gain was more profitable for investors over the last year : 7.35 vs. LPEFX (5.87).
| FSWFX | LPEFX | FSWFX / LPEFX | |
| Total Expense Ratio | 0.76 | 2.72 | 28% |
| Annual Report Gross Expense Ratio | 0.76 | 2.72 | 28% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 7.962 | 4.000 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5B | 58.5M | 134,188% |
| Annual Yield % from dividends | 0.85 | 10.95 | 8% |
| Returns for 1 year | 7.35 | 5.87 | 125% |
| Returns for 3 years | 35.89 | 51.85 | 69% |
| Returns for 5 years | N/A | 47.02 | - |
| Returns for 10 years | N/A | 61.74 | - |
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