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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
ALPS Global Opportunity A
Price$6.69
Change+$0.06 (+0.90%)
VolumeN/A
Net Assets57.91M
FSWFX vs LPFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. LPFAX (57.9M). LPFAX pays higher dividends than FSWFX: LPFAX (11.03) vs FSWFX (0.85). FSWFX was incepted earlier than LPFAX: FSWFX (5 years) vs LPFAX (7 years). LPFAX (2.72) is less costly to investors than FSWFX (0.76). LPFAX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LPFAX: FSWFX (250) vs LPFAX (2500). FSWFX annual gain was more profitable for investors over the last year : 10.68 vs. LPFAX (7.12).
| FSWFX | LPFAX | FSWFX / LPFAX | |
| Total Expense Ratio | 0.76 | 2.72 | 28% |
| Annual Report Gross Expense Ratio | 0.76 | 2.72 | 28% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 8.746 | 3.721 | 235% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 57.9M | 136,615% |
| Annual Yield % from dividends | 0.85 | 11.03 | 8% |
| Returns for 1 year | 10.68 | 7.12 | 150% |
| Returns for 3 years | 36.18 | 50.73 | 71% |
| Returns for 5 years | N/A | 49.34 | - |
| Returns for 10 years | N/A | N/A | - |