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FSWFX vs LPEFX
FSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFX
American Funds SMALLCAP World 529-F-2
Price$66.26
Change+$0.58 (+0.88%)
VolumeN/A
Net Assets71.03B
ALPS Global Opportunity I
Price$6.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.81M
FSWFX vs LPEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71B vs. LPEFX (60.8M). LPEFX pays higher dividends than FSWFX: LPEFX (11.49) vs FSWFX (0.92). 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). LPEFX annual gain was more profitable for investors over the last year : 4.23 vs. FSWFX (0.08).
| 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 | -1.997 | -1.077 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71B | 60.8M | 116,776% |
| Annual Yield % from dividends | 0.92 | 11.49 | 8% |
| Returns for 1 year | 0.08 | 4.23 | 2% |
| Returns for 3 years | 19.32 | 37.60 | 51% |
| Returns for 5 years | N/A | 56.91 | - |
| Returns for 10 years | N/A | 55.15 | - |
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