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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$63.86
Change+$1.11 (+1.77%)
VolumeN/A
Net Assets67.94B
ALPS Global Opportunity A
Price$6.26
Change+$0.14 (+2.29%)
VolumeN/A
Net Assets58.58M
FSWFX vs LPFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 67.9B vs. LPFAX (58.6M). 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 : 2.11 vs. FSWFX (-1.57).
| 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 | -5.547 | -5.116 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.9B | 58.6M | 115,870% |
| Annual Yield % from dividends | 0.94 | 11.76 | 8% |
| Returns for 1 year | -1.57 | 2.11 | -74% |
| Returns for 3 years | 2.37 | 17.61 | 13% |
| Returns for 5 years | N/A | 56.94 | - |
| Returns for 10 years | N/A | N/A | - |
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