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FSWFX vs LPERX
FSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERX
American Funds SMALLCAP World 529-F-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.69B
ALPS Global Opportunity R
Price$4.16
Change+$0.04 (+0.97%)
VolumeN/A
Net Assets58.47M
FSWFX vs LPERX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.7B vs. LPERX (58.5M). LPERX pays higher dividends than FSWFX: LPERX (16.80) vs FSWFX (0.94). FSWFX was incepted earlier than LPERX: FSWFX (4 years) vs LPERX (17 years). LPERX (2.75) 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 : 0.26 vs. FSWFX (-3.74).
| FSWFX | LPERX | FSWFX / LPERX | |
| Total Expense Ratio | 0.76 | 2.74 | 28% |
| Annual Report Gross Expense Ratio | 0.76 | 2.75 | 28% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -8.948 | -6.095 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.7B | 58.5M | 114,017% |
| Annual Yield % from dividends | 0.94 | 16.80 | 6% |
| Returns for 1 year | -3.74 | 0.26 | -1,453% |
| Returns for 3 years | -3.50 | 10.57 | -33% |
| Returns for 5 years | N/A | 42.56 | - |
| Returns for 10 years | N/A | 34.26 | - |
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