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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$64.23
Change+$0.83 (+1.31%)
VolumeN/A
Net Assets68.86B
ALPS Global Opportunity A
Price$6.32
Change+$0.07 (+1.12%)
VolumeN/A
Net Assets60.56M
FSWFX vs LPFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 68.9B vs. LPFAX (60.6M). LPFAX pays higher dividends than FSWFX: LPFAX (11.76) vs FSWFX (0.94). FSWFX was incepted earlier than LPFAX: FSWFX (4 years) vs LPFAX (7 years). LPFAX (2.64) 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). LPFAX annual gain was more profitable for investors over the last year : 4.13 vs. FSWFX (-4.31).
| FSWFX | LPFAX | FSWFX / LPFAX | |
| Total Expense Ratio | 0.76 | 2.64 | 29% |
| Annual Report Gross Expense Ratio | 0.76 | 2.64 | 29% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -4.999 | -3.101 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9B | 60.6M | 113,696% |
| Annual Yield % from dividends | 0.94 | 11.76 | 8% |
| Returns for 1 year | -4.31 | 4.13 | -104% |
| Returns for 3 years | -4.24 | 11.03 | -38% |
| Returns for 5 years | N/A | 80.31 | - |
| Returns for 10 years | N/A | N/A | - |
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