Ad is loading...
LPEFX vs SCWCX
LPEFX vs SCWCX Comparison
Open Charts LPEFX vs SCWCX
ALPS Global Opportunity I
Price$6.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.78M
American Funds SMALLCAP World C
Price$53.56
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets71.85B
LPEFX vs SCWCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LPEFX vs. SCWCX commentary
May 11, 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 Buy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 71.8B vs. LPEFX (60.8M). LPEFX pays higher dividends than SCWCX: LPEFX (11.49) vs SCWCX (0.00). LPEFX was incepted earlier than SCWCX: LPEFX (17 years) vs SCWCX (24 years). LPEFX (2.72) is less costly to investors than SCWCX (1.78). 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). LPEFX annual gain was more profitable for investors over the last year : 4.08 vs. SCWCX (-1.13). LPEFX return over 5 years is better than : 56.91 vs. SCWCX (17.10).
| LPEFX | SCWCX | LPEFX / SCWCX | |
| Total Expense Ratio | 2.72 | 1.78 | 153% |
| Annual Report Gross Expense Ratio | 2.72 | 1.78 | 153% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -1.077 | -2.030 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 71.8B | 0% |
| Annual Yield % from dividends | 11.49 | 0.00 | - |
| Returns for 1 year | 4.08 | -1.13 | -362% |
| Returns for 3 years | 36.11 | 15.88 | 227% |
| Returns for 5 years | 56.91 | 17.10 | 333% |
| Returns for 10 years | 55.59 | 19.02 | 292% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers