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LPEFX vs SFCWX
LPEFX vs SFCWX Comparison
Open Charts LPEFX vs SFCWX
ALPS Global Opportunity I
Price$7.58
Change-$0.06 (-0.79%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.68
Change-$0.71 (-0.98%)
VolumeN/A
CapitalizationN/A
LPEFX vs SFCWX Comparison Chart
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LPEFX vs. SFCWX commentary
Nov 14, 2024
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 SFCWX is a StrongSell.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.8B vs. LPEFX (67.9M). LPEFX pays higher dividends than SFCWX: LPEFX (5.22) vs SFCWX (0.95). LPEFX was incepted earlier than SFCWX: LPEFX (17 years) vs SFCWX (8 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. LPEFX (21.00). LPEFX has a lower initial minimum investment than SFCWX: LPEFX (2500) vs SFCWX (1000000). LPEFX annual gain was more profitable for investors over the last year : 31.45 vs. SFCWX (17.80). LPEFX return over 5 years is better than : 28.05 vs. SFCWX (23.15).
| LPEFX | SFCWX | LPEFX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 18.995 | 5.879 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.9M | 76.8B | 0% |
| Annual Yield % from dividends | 5.22 | 0.95 | 551% |
| Returns for 1 year | 31.45 | 17.80 | 177% |
| Returns for 3 years | -2.80 | -23.73 | 12% |
| Returns for 5 years | 28.05 | 23.15 | 121% |
| Returns for 10 years | 81.51 | N/A | - |
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