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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$70.73
Change-$0.59 (-0.83%)
VolumeN/A
CapitalizationN/A
ALPS Global Opportunity A
Price$6.60
Change-$0.08 (-1.20%)
VolumeN/A
CapitalizationN/A
FSWFX vs LPFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77B vs. LPFAX (67.3M). 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 : 17.93 vs. FSWFX (8.90).
| 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 | 6.393 | 15.691 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77B | 67.3M | 114,413% |
| Annual Yield % from dividends | 0.89 | 5.25 | 17% |
| Returns for 1 year | 8.90 | 17.93 | 50% |
| Returns for 3 years | -7.32 | 10.57 | -69% |
| Returns for 5 years | N/A | 26.40 | - |
| Returns for 10 years | N/A | N/A | - |
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