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LPEFX vs SCWCX
LPEFX vs SCWCX Comparison
Open Charts LPEFX vs SCWCX
ALPS Global Opportunity I
Price$6.80
Change+$0.02 (+0.29%)
VolumeN/A
Net Assets57.51M
American Funds SMALLCAP World C
Price$60.57
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets80.76B
LPEFX vs SCWCX Comparison Chart in %
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LPEFX vs. SCWCX commentary
Aug 29, 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 Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 80.8B vs. LPEFX (57.5M). 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 : 8.87 vs. LPEFX (3.26). LPEFX return over 5 years is better than : 35.33 vs. SCWCX (7.42).
| 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 | 4.308 | 10.837 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5M | 80.8B | 0% |
| Annual Yield % from dividends | 10.91 | 0.04 | 27,429% |
| Returns for 1 year | 3.26 | 8.87 | 37% |
| Returns for 3 years | 46.96 | 28.87 | 163% |
| Returns for 5 years | 35.33 | 7.42 | 476% |
| Returns for 10 years | 71.03 | 41.93 | 169% |
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