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FSWFX vs LPERX
FSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERX
American Funds SMALLCAP World 529-F-2
Price$69.11
Change-$0.85 (-1.21%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity R
Price$5.45
Change-$0.03 (-0.55%)
VolumeN/A
CapitalizationN/A
FSWFX vs LPERX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 74.7B vs. LPERX (66.8M). LPERX pays higher dividends than FSWFX: LPERX (7.20) vs FSWFX (0.89). FSWFX was incepted earlier than LPERX: FSWFX (4 years) vs LPERX (17 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. LPERX (21.00). 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 : 29.90 vs. FSWFX (16.27).
| FSWFX | LPERX | FSWFX / LPERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 3.956 | 17.965 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 66.8M | 111,826% |
| Annual Yield % from dividends | 0.89 | 7.20 | 12% |
| Returns for 1 year | 16.27 | 29.90 | 54% |
| Returns for 3 years | -25.24 | -6.65 | 379% |
| Returns for 5 years | N/A | 19.05 | - |
| Returns for 10 years | N/A | 62.83 | - |
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