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FSWFX vs LPFCX
FSWFX vs LPFCX Comparison
Open Charts FSWFX vs LPFCX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
ALPS Global Opportunity C
Price$5.83
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets59.37M
FSWFX vs LPFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. LPFCX (59.4M). LPFCX pays higher dividends than FSWFX: LPFCX (12.76) vs FSWFX (0.85). 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 : 10.12 vs. LPFCX (6.42).
| 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 | 9.708 | 6.000 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 59.4M | 134,343% |
| Annual Yield % from dividends | 0.85 | 12.76 | 7% |
| Returns for 1 year | 10.12 | 6.42 | 158% |
| Returns for 3 years | 33.81 | 45.09 | 75% |
| Returns for 5 years | N/A | 38.37 | - |
| Returns for 10 years | N/A | 48.88 | - |
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