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FSWFX vs LPEIX
FSWFX vs LPEIX Comparison
Open Charts FSWFX vs LPEIX
American Funds SMALLCAP World 529-F-2
Price$65.91
Change+$1.30 (+2.01%)
VolumeN/A
Net Assets69.93B
ALPS Global Opportunity I
Price$6.75
Change+$0.10 (+1.50%)
VolumeN/A
Net Assets60.29M
FSWFX vs LPEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 69.9B vs. LPEIX (60.3M). LPEIX pays higher dividends than FSWFX: LPEIX (11.07) vs FSWFX (0.92). FSWFX was incepted earlier than LPEIX: FSWFX (5 years) vs LPEIX (17 years). LPEIX (2.39) is less costly to investors than FSWFX (0.76). LPEIX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LPEIX: FSWFX (250) vs LPEIX (100000). LPEIX annual gain was more profitable for investors over the last year : 5.41 vs. FSWFX (1.31).
| FSWFX | LPEIX | FSWFX / LPEIX | |
| Total Expense Ratio | 0.76 | 2.32 | 33% |
| Annual Report Gross Expense Ratio | 0.76 | 2.39 | 32% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | -2.514 | -2.206 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9B | 60.3M | 115,920% |
| Annual Yield % from dividends | 0.92 | 11.07 | 8% |
| Returns for 1 year | 1.31 | 5.41 | 24% |
| Returns for 3 years | 9.07 | 27.43 | 33% |
| Returns for 5 years | N/A | 61.26 | - |
| Returns for 10 years | N/A | 60.53 | - |
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