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FSWFX vs LPEIX
FSWFX vs LPEIX Comparison
Open Charts FSWFX vs LPEIX
American Funds SMALLCAP World 529-F-2
Price$70.55
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity I
Price$7.79
Change-$0.03 (-0.38%)
VolumeN/A
CapitalizationN/A
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FSWFX vs LPEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.8B vs. LPEIX (67.6M). LPEIX pays higher dividends than FSWFX: LPEIX (5.09) vs FSWFX (0.89). FSWFX was incepted earlier than LPEIX: FSWFX (4 years) vs LPEIX (17 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. LPEIX (21.00). 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 : 32.73 vs. FSWFX (20.03).
| FSWFX | LPEIX | FSWFX / LPEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 6.122 | 17.852 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 67.6M | 113,609% |
| Annual Yield % from dividends | 0.89 | 5.09 | 18% |
| Returns for 1 year | 20.03 | 32.73 | 61% |
| Returns for 3 years | -21.89 | 2.77 | -789% |
| Returns for 5 years | N/A | 33.45 | - |
| Returns for 10 years | N/A | 81.88 | - |