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LPEFX vs SCWCX
LPEFX vs SCWCX Comparison
Open Charts LPEFX vs SCWCX
LPEFX vs SCWCX Comparison Chart in %
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LPEFX vs. SCWCX commentary
Sep 12, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.4B vs. LPEFX (42.3M). LPEFX pays higher dividends than SCWCX: LPEFX (5.23) vs SCWCX (0.12). LPEFX was incepted earlier than SCWCX: LPEFX (19 years) vs SCWCX (26 years). LPEFX (2.02) is less costly to investors than SCWCX (1.77). SCWCX is a more actively managed with annual turnover of: 41.00 vs. LPEFX (31.00). 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 : 7.14 vs. LPEFX (-17.34). SCWCX return over 5 years is better than : -15.08 vs. LPEFX (-16.19).
| LPEFX | SCWCX | LPEFX / SCWCX | |
| Total Expense Ratio | 2.02 | 1.77 | 114% |
| Annual Report Gross Expense Ratio | 2.02 | 1.77 | 114% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | -5.624 | 11.709 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3M | 91.4B | 0% |
| Annual Yield % from dividends | 5.23 | 0.12 | 4,423% |
| Returns for 1 year | -17.34 | 7.14 | -243% |
| Returns for 3 years | 10.34 | 33.12 | 31% |
| Returns for 5 years | -16.19 | -15.08 | 107% |
| Returns for 10 years | 50.58 | 61.27 | 83% |
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