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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$67.93
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
ALPS Global Opportunity A
Price$6.39
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets60.94M
FSWFX vs LPFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 73.3B vs. LPFAX (60.9M). LPFAX pays higher dividends than FSWFX: LPFAX (11.58) vs FSWFX (0.92). 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). LPFAX annual gain was more profitable for investors over the last year : 2.93 vs. FSWFX (1.28).
| 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 | 0.473 | -0.620 | -76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.3B | 60.9M | 120,361% |
| Annual Yield % from dividends | 0.92 | 11.58 | 8% |
| Returns for 1 year | 1.28 | 2.93 | 44% |
| Returns for 3 years | 17.82 | 32.03 | 56% |
| Returns for 5 years | N/A | 56.99 | - |
| Returns for 10 years | N/A | N/A | - |
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