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LPEFX vs SCWCX
LPEFX vs SCWCX Comparison
Open Charts LPEFX vs SCWCX
ALPS Global Opportunity I
Price$6.32
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets51.49M
American Funds SMALLCAP World C
Price$61.15
Change-$0.17 (-0.28%)
VolumeN/A
Net Assets82.57B
LPEFX vs SCWCX Comparison Chart in %
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LPEFX vs. SCWCX commentary
Dec 03, 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 StrongBuy and SCWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 82.6B vs. LPEFX (51.5M). LPEFX pays higher dividends than SCWCX: LPEFX (11.44) 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 : 5.51 vs. LPEFX (-10.07). LPEFX return over 5 years is better than : 13.75 vs. SCWCX (-3.68).
| 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 | -2.923 | 11.898 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5M | 82.6B | 0% |
| Annual Yield % from dividends | 11.44 | 0.04 | 30,487% |
| Returns for 1 year | -10.07 | 5.51 | -183% |
| Returns for 3 years | 34.05 | 27.08 | 126% |
| Returns for 5 years | 13.75 | -3.68 | -374% |
| Returns for 10 years | 63.02 | 43.43 | 145% |
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