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FSWFX vs LPFCX
FSWFX vs LPFCX Comparison
Open Charts FSWFX vs LPFCX
American Funds SMALLCAP World 529-F-2
Price$68.48
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
ALPS Global Opportunity C
Price$5.64
Change+$0.04 (+0.71%)
VolumeN/A
Net Assets66.61M
FSWFX vs LPFCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.1B vs. LPFCX (66.6M). LPFCX pays higher dividends than FSWFX: LPFCX (5.92) vs FSWFX (0.89). FSWFX was incepted earlier than LPFCX: FSWFX (4 years) vs LPFCX (15 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. LPFCX (21.00). 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 : 16.13 vs. FSWFX (8.09).
| FSWFX | LPFCX | FSWFX / LPFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 1.287 | 2.545 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1B | 66.6M | 112,763% |
| Annual Yield % from dividends | 0.89 | 5.92 | 15% |
| Returns for 1 year | 8.09 | 16.13 | 50% |
| Returns for 3 years | -3.82 | 10.05 | -38% |
| Returns for 5 years | N/A | 14.24 | - |
| Returns for 10 years | N/A | 59.71 | - |
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