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FSWFX vs LPFCX
FSWFX vs LPFCX Comparison
Open Charts FSWFX vs LPFCX
American Funds SMALLCAP World 529-F-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
ALPS Global Opportunity C
Price$5.16
Change+$0.05 (+0.98%)
VolumeN/A
Net Assets57.92M
FSWFX vs LPFCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.1B vs. LPFCX (57.9M). LPFCX pays higher dividends than FSWFX: LPFCX (13.56) vs FSWFX (0.94). FSWFX was incepted earlier than LPFCX: FSWFX (4 years) vs LPFCX (15 years). LPFCX (3.31) 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). LPFCX annual gain was more profitable for investors over the last year : -0.08 vs. FSWFX (-3.74).
| FSWFX | LPFCX | FSWFX / LPFCX | |
| Total Expense Ratio | 0.76 | 3.24 | 23% |
| Annual Report Gross Expense Ratio | 0.76 | 3.31 | 23% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | -8.948 | -7.091 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 57.9M | 114,162% |
| Annual Yield % from dividends | 0.94 | 13.56 | 7% |
| Returns for 1 year | -3.74 | -0.08 | 4,619% |
| Returns for 3 years | -3.50 | 9.10 | -38% |
| Returns for 5 years | N/A | 42.94 | - |
| Returns for 10 years | N/A | 34.00 | - |
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