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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$69.75
Change+$0.72 (+1.04%)
VolumeN/A
Net Assets75.73B
ALPS Global Opportunity A
Price$6.81
Change+$0.06 (+0.89%)
VolumeN/A
Net Assets67.53M
FSWFX vs LPFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.7B vs. LPFAX (67.5M). LPFAX pays higher dividends than FSWFX: LPFAX (5.25) vs FSWFX (0.89). FSWFX was incepted earlier than LPFAX: FSWFX (4 years) vs LPFAX (7 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. LPFAX (21.00). 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 : 17.39 vs. FSWFX (9.21).
| FSWFX | LPFAX | FSWFX / LPFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 3.165 | 4.651 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.7B | 67.5M | 112,148% |
| Annual Yield % from dividends | 0.89 | 5.25 | 17% |
| Returns for 1 year | 9.21 | 17.39 | 53% |
| Returns for 3 years | 0.67 | 16.23 | 4% |
| Returns for 5 years | N/A | 25.74 | - |
| Returns for 10 years | N/A | N/A | - |
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