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FSWFX vs LPERX
FSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERX
American Funds SMALLCAP World 529-F-2
Price$72.25
Change+$0.92 (+1.29%)
VolumeN/A
Net Assets76.91B
ALPS Global Opportunity R
Price$4.52
Change+$0.07 (+1.57%)
VolumeN/A
Net Assets56.17M
FSWFX vs LPERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.9B vs. LPERX (56.2M). LPERX pays higher dividends than FSWFX: LPERX (16.22) vs FSWFX (0.87). FSWFX was incepted earlier than LPERX: FSWFX (5 years) vs LPERX (18 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). FSWFX annual gain was more profitable for investors over the last year : 9.58 vs. LPERX (2.96).
| 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 | 18 years | - |
| Gain YTD | 6.897 | 0.451 | 1,528% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9B | 56.2M | 136,833% |
| Annual Yield % from dividends | 0.87 | 16.22 | 5% |
| Returns for 1 year | 9.58 | 2.96 | 324% |
| Returns for 3 years | 30.54 | 39.27 | 78% |
| Returns for 5 years | N/A | 39.79 | - |
| Returns for 10 years | N/A | 41.09 | - |
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