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FSWFX vs LPEFX
FSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFX
American Funds SMALLCAP World 529-F-2
Price$69.75
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets75.3B
ALPS Global Opportunity I
Price$6.50
Change-$0.01 (-0.15%)
VolumeN/A
Net Assets61.04M
FSWFX vs LPEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.3B vs. LPEFX (61M). LPEFX pays higher dividends than FSWFX: LPEFX (11.25) vs FSWFX (0.87). FSWFX was incepted earlier than LPEFX: FSWFX (5 years) vs LPEFX (17 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 : 4.01 vs. LPEFX (3.26).
| 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 | 17 years | - |
| Gain YTD | 3.121 | 0.154 | 2,029% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 61M | 123,443% |
| Annual Yield % from dividends | 0.87 | 11.25 | 8% |
| Returns for 1 year | 4.01 | 3.26 | 123% |
| Returns for 3 years | 17.49 | 30.29 | 58% |
| Returns for 5 years | N/A | 40.46 | - |
| Returns for 10 years | N/A | 55.98 | - |
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