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FSWFX vs LPEFX
FSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFX
American Funds SMALLCAP World 529-F-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
ALPS Global Opportunity I
Price$6.10
Change+$0.05 (+0.83%)
VolumeN/A
Net Assets57.92M
FSWFX vs LPEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.1B vs. LPEFX (57.9M). LPEFX pays higher dividends than FSWFX: LPEFX (11.67) vs FSWFX (0.94). FSWFX was incepted earlier than LPEFX: FSWFX (4 years) vs LPEFX (17 years). LPEFX (2.64) 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). LPEFX annual gain was more profitable for investors over the last year : 1.33 vs. FSWFX (-3.74).
| FSWFX | LPEFX | FSWFX / LPEFX | |
| Total Expense Ratio | 0.76 | 2.64 | 29% |
| Annual Report Gross Expense Ratio | 0.76 | 2.64 | 29% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -8.948 | -6.923 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 57.9M | 114,162% |
| Annual Yield % from dividends | 0.94 | 11.67 | 8% |
| Returns for 1 year | -3.74 | 1.33 | -281% |
| Returns for 3 years | -3.50 | 12.29 | -28% |
| Returns for 5 years | N/A | 51.45 | - |
| Returns for 10 years | N/A | 48.91 | - |
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