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LPEFX vs SCWCX
LPEFX vs SCWCX Comparison
Open Charts LPEFX vs SCWCX
ALPS Global Opportunity I
Price$6.77
Change+$0.06 (+0.89%)
VolumeN/A
Net Assets57.07M
American Funds SMALLCAP World C
Price$59.00
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets79.39B
LPEFX vs SCWCX Comparison Chart in %
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LPEFX vs. SCWCX commentary
Aug 09, 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: 79.4B vs. LPEFX (57.1M). LPEFX pays higher dividends than SCWCX: LPEFX (10.91) vs SCWCX (0.04). LPEFX was incepted earlier than SCWCX: LPEFX (18 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). SCWCX annual gain was more profitable for investors over the last year : 11.75 vs. LPEFX (7.98). LPEFX return over 5 years is better than : 37.57 vs. SCWCX (7.41).
| LPEFX | SCWCX | LPEFX / SCWCX | |
| Total Expense Ratio | 2.72 | 1.78 | 153% |
| Annual Report Gross Expense Ratio | 2.72 | 1.78 | 153% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 3.231 | 7.964 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.1M | 79.4B | 0% |
| Annual Yield % from dividends | 10.91 | 0.04 | 27,429% |
| Returns for 1 year | 7.98 | 11.75 | 68% |
| Returns for 3 years | 40.02 | 22.24 | 180% |
| Returns for 5 years | 37.57 | 7.41 | 507% |
| Returns for 10 years | 61.87 | 32.22 | 192% |
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