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GWPDX vs LSPAX
GWPDX vs LSPAX Comparison
Open Charts GWPDX vs LSPAX
American Funds Growth Portfolio F3
Price$25.97
Change+$0.83 (+3.30%)
VolumeN/A
Net Assets20.4B
LoCorr Spectrum Income A
Price$5.31
Change+$0.01 (+0.19%)
VolumeN/A
Net Assets70.48M
GWPDX vs LSPAX Comparison Chart
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GWPDX vs. LSPAX commentary
May 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GWPDX is a Hold and LSPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 20.4B vs. LSPAX (70.5M). LSPAX pays higher dividends than GWPDX: LSPAX (8.79) vs GWPDX (0.79). GWPDX was incepted earlier than LSPAX: GWPDX (8 years) vs LSPAX (11 years). LSPAX (3.89) is less costly to investors than GWPDX (0.38). LSPAX has a lower initial minimum investment than GWPDX: LSPAX (2500) vs GWPDX (1000000). LSPAX annual gain was more profitable for investors over the last year : 4.00 vs. GWPDX (3.50). LSPAX return over 5 years is better than : 63.96 vs. GWPDX (49.13).
| GWPDX | LSPAX | GWPDX / LSPAX | |
| Total Expense Ratio | 0.38 | 3.86 | 10% |
| Annual Report Gross Expense Ratio | 0.38 | 3.89 | 10% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -1.296 | 1.114 | -116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4B | 70.5M | 28,936% |
| Annual Yield % from dividends | 0.79 | 8.79 | 9% |
| Returns for 1 year | 3.50 | 4.00 | 88% |
| Returns for 3 years | 25.21 | 1.56 | 1,611% |
| Returns for 5 years | 49.13 | 63.96 | 77% |
| Returns for 10 years | N/A | 18.38 | - |
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