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Analysis and predictions LPEFX vs SCWCX
LPEFX vs SCWCX Comparison
Open Charts LPEFX vs SCWCX
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LPEFX vs SCWCX Comparison Chart
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LPEFX vs. SCWCX commentary
Dec 03, 2023
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: 67.5B vs. LPEFX (56.6M). LPEFX (0.00) and SCWCX (0.00) have matching dividends . LPEFX was incepted earlier than SCWCX: LPEFX (16 years) vs SCWCX (23 years). LPEFX (2.22) is less costly to investors than SCWCX (1.76). SCWCX is a more actively managed with annual turnover of: 32.00 vs. LPEFX (27.00). 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 : 14.00 vs. SCWCX (4.66). SCWCX return over 5 years is better than : 22.56 vs. LPEFX (19.61).
| LPEFX | SCWCX | LPEFX / SCWCX | |
| Total Expense Ratio | 2.22 | 1.76 | 126% |
| Annual Report Gross Expense Ratio | 2.22 | 1.76 | 126% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 20.722 | 10.116 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 56.6M | 67.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.00 | 4.66 | 300% |
| Returns for 3 years | -1.78 | -18.63 | 10% |
| Returns for 5 years | 19.61 | 22.56 | 87% |
| Returns for 10 years | 46.82 | 67.63 | 69% |
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