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FSWFX vs LPEFX
FSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFX
American Funds SMALLCAP World 529-F-2
Price$70.32
Change-$0.69 (-0.97%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity I
Price$7.58
Change-$0.06 (-0.79%)
VolumeN/A
CapitalizationN/A
FSWFX vs LPEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.8B vs. LPEFX (67.9M). LPEFX pays higher dividends than FSWFX: LPEFX (5.22) vs FSWFX (0.89). FSWFX was incepted earlier than LPEFX: FSWFX (4 years) vs LPEFX (17 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. LPEFX (21.00). 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 : 31.45 vs. FSWFX (17.68).
| FSWFX | LPEFX | FSWFX / LPEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 5.776 | 18.995 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 67.9M | 113,108% |
| Annual Yield % from dividends | 0.89 | 5.22 | 17% |
| Returns for 1 year | 17.68 | 31.45 | 56% |
| Returns for 3 years | -23.84 | -2.80 | 852% |
| Returns for 5 years | N/A | 28.05 | - |
| Returns for 10 years | N/A | 81.51 | - |
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