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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$69.11
Change-$0.85 (-1.21%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity A
Price$7.48
Change-$0.03 (-0.40%)
VolumeN/A
CapitalizationN/A
FSWFX vs LPFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 74.7B vs. LPFAX (66.8M). LPFAX pays higher dividends than FSWFX: LPFAX (5.25) vs FSWFX (0.89). FSWFX was incepted earlier than LPFAX: FSWFX (4 years) vs LPFAX (6 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 : 30.40 vs. FSWFX (16.27).
| FSWFX | LPFAX | FSWFX / LPFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 3.956 | 18.167 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 66.8M | 111,826% |
| Annual Yield % from dividends | 0.89 | 5.25 | 17% |
| Returns for 1 year | 16.27 | 30.40 | 54% |
| Returns for 3 years | -25.24 | -3.17 | 796% |
| Returns for 5 years | N/A | 27.20 | - |
| Returns for 10 years | N/A | N/A | - |
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