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LPEFX vs SCWCX
LPEFX vs SCWCX Comparison
Open Charts LPEFX vs SCWCX
LPEFX vs SCWCX Comparison Chart in %
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LPEFX vs. SCWCX commentary
Jul 28, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 94.3B vs. LPEFX (42.7M). LPEFX pays higher dividends than SCWCX: LPEFX (5.65) vs SCWCX (0.11). LPEFX was incepted earlier than SCWCX: LPEFX (19 years) vs SCWCX (25 years). LPEFX (2.02) is less costly to investors than SCWCX (1.77). SCWCX is a more actively managed with annual turnover of: 41.00 vs. LPEFX (31.00). 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 : 9.19 vs. LPEFX (-19.39). SCWCX return over 5 years is better than : -11.82 vs. LPEFX (-14.93).
| LPEFX | SCWCX | LPEFX / SCWCX | |
| Total Expense Ratio | 2.02 | 1.77 | 114% |
| Annual Report Gross Expense Ratio | 2.02 | 1.77 | 114% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -7.030 | 10.619 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7M | 94.3B | 0% |
| Annual Yield % from dividends | 5.65 | 0.11 | 4,951% |
| Returns for 1 year | -19.39 | 9.19 | -211% |
| Returns for 3 years | 7.27 | 23.97 | 30% |
| Returns for 5 years | -14.93 | -11.82 | 126% |
| Returns for 10 years | 50.76 | 59.34 | 86% |
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