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FSWFX vs LPFCX
FSWFX vs LPFCX Comparison
Open Charts FSWFX vs LPFCX
American Funds SMALLCAP World 529-F-2
Price$72.25
Change+$0.92 (+1.29%)
VolumeN/A
Net Assets76.91B
ALPS Global Opportunity C
Price$5.61
Change+$0.10 (+1.81%)
VolumeN/A
Net Assets56.17M
FSWFX vs LPFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.9B vs. LPFCX (56.2M). LPFCX pays higher dividends than FSWFX: LPFCX (13.11) vs FSWFX (0.87). FSWFX was incepted earlier than LPFCX: FSWFX (5 years) vs LPFCX (15 years). LPFCX (3.41) is less costly to investors than FSWFX (0.76). LPFCX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LPFCX: FSWFX (250) vs LPFCX (2500). FSWFX annual gain was more profitable for investors over the last year : 9.58 vs. LPFCX (3.60).
| FSWFX | LPFCX | FSWFX / LPFCX | |
| Total Expense Ratio | 0.76 | 3.32 | 23% |
| Annual Report Gross Expense Ratio | 0.76 | 3.41 | 22% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 6.897 | 0.182 | 3,793% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9B | 56.2M | 136,833% |
| Annual Yield % from dividends | 0.87 | 13.11 | 7% |
| Returns for 1 year | 9.58 | 3.60 | 266% |
| Returns for 3 years | 30.54 | 38.56 | 79% |
| Returns for 5 years | N/A | 41.50 | - |
| Returns for 10 years | N/A | 42.17 | - |
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