Interact to see
Advertisement
Advertisement
FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
ALPS Global Opportunity A
Price$6.72
Change-$0.05 (-0.74%)
VolumeN/A
Net Assets57.79M
FSWFX vs LPFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. LPFAX (57.8M). LPFAX pays higher dividends than FSWFX: LPFAX (10.99) 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 : 10.54 vs. LPFAX (5.02).
| 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 | 9.856 | 4.186 | 235% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 57.8M | 138,927% |
| Annual Yield % from dividends | 0.85 | 10.99 | 8% |
| Returns for 1 year | 10.54 | 5.02 | 210% |
| Returns for 3 years | 22.73 | 35.79 | 64% |
| Returns for 5 years | N/A | 38.43 | - |
| Returns for 10 years | N/A | N/A | - |