Ad is loading...
FSWFX vs LPERX
FSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERX
American Funds SMALLCAP World 529-F-2
Price$66.47
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
ALPS Global Opportunity R
Price$4.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.78M
FSWFX vs LPERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71.8B vs. LPERX (60.8M). LPERX pays higher dividends than FSWFX: LPERX (16.58) vs FSWFX (0.92). FSWFX was incepted earlier than LPERX: FSWFX (5 years) vs LPERX (17 years). LPERX (2.84) is less costly to investors than FSWFX (0.76). LPERX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). LPERX has a lower initial minimum investment than FSWFX: LPERX (0) vs FSWFX (250). LPERX annual gain was more profitable for investors over the last year : 1.95 vs. FSWFX (-0.13).
| FSWFX | LPERX | FSWFX / LPERX | |
| Total Expense Ratio | 0.76 | 2.82 | 27% |
| Annual Report Gross Expense Ratio | 0.76 | 2.84 | 27% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | -1.686 | -1.129 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8B | 60.8M | 118,092% |
| Annual Yield % from dividends | 0.92 | 16.58 | 6% |
| Returns for 1 year | -0.13 | 1.95 | -7% |
| Returns for 3 years | 19.51 | 32.76 | 60% |
| Returns for 5 years | N/A | 46.44 | - |
| Returns for 10 years | N/A | 38.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| ARK.X | 0.444060 | -0.010363 | -2.28% |
| Ark cryptocurrency | |||
| ALCX.X | 10.925934 | -0.380673 | -3.37% |
| Alchemix cryptocurrency | |||
| AMB.X | 0.000203 | -0.000011 | -5.35% |
| AirDAO cryptocurrency | |||
| ASTR.X | 0.031029 | -0.001942 | -5.89% |
| Astar cryptocurrency | |||
| FET.X | 0.849318 | -0.054532 | -6.03% |
| Artificial Superintelligence Alliance cryptocurrency | |||