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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
Jun 14, 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 Buy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.5B vs. LPEFX (43.6M). LPEFX pays higher dividends than SCWCX: LPEFX (5.50) vs SCWCX (0.15). LPEFX was incepted earlier than SCWCX: LPEFX (18 years) vs SCWCX (25 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 : 16.02 vs. LPEFX (-15.64). SCWCX return over 5 years is better than : -10.50 vs. LPEFX (-12.03).
| LPEFX | SCWCX | LPEFX / SCWCX | |
| Total Expense Ratio | 2.02 | 1.77 | 114% |
| Annual Report Gross Expense Ratio | 2.02 | 1.77 | 114% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -7.206 | 12.798 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6M | 91.5B | 0% |
| Annual Yield % from dividends | 5.50 | 0.15 | 3,618% |
| Returns for 1 year | -15.64 | 16.02 | -98% |
| Returns for 3 years | 11.26 | 31.02 | 36% |
| Returns for 5 years | -12.03 | -10.50 | 115% |
| Returns for 10 years | 55.05 | 72.52 | 76% |
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