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LPEFX vs SCWCX
LPEFX vs SCWCX Comparison
Open Charts LPEFX vs SCWCX
ALPS Global Opportunity I
Price$6.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets54.16M
American Funds SMALLCAP World C
Price$60.67
Change+$0.39 (+0.65%)
VolumeN/A
Net Assets81.05B
LPEFX vs SCWCX Comparison Chart in %
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LPEFX vs. SCWCX commentary
Oct 16, 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 LPEFX is a Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 81.1B vs. LPEFX (54.2M). LPEFX pays higher dividends than SCWCX: LPEFX (11.01) vs SCWCX (0.04). LPEFX was incepted earlier than SCWCX: LPEFX (18 years) vs SCWCX (25 years). LPEFX (1.86) and SCWCX (1.78) have similar cost to investors . LPEFX is a more actively managed with annual turnover of: 37.00 vs. SCWCX (32.00). SCWCX has a lower initial minimum investment than LPEFX: SCWCX (250) vs LPEFX (2500). SCWCX annual gain was more profitable for investors over the last year : 6.65 vs. LPEFX (-3.95). LPEFX return over 5 years is better than : 29.72 vs. SCWCX (2.93).
| LPEFX | SCWCX | LPEFX / SCWCX | |
| Total Expense Ratio | 1.86 | 1.78 | 104% |
| Annual Report Gross Expense Ratio | 1.86 | 1.78 | 104% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -0.308 | 11.020 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 81.1B | 0% |
| Annual Yield % from dividends | 11.01 | 0.04 | 28,728% |
| Returns for 1 year | -3.95 | 6.65 | -59% |
| Returns for 3 years | 60.61 | 44.43 | 136% |
| Returns for 5 years | 29.72 | 2.93 | 1,015% |
| Returns for 10 years | 63.22 | 44.30 | 143% |
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