Ad is loading...
LPEFX vs SFCWX
LPEFX vs SFCWX Comparison
Open Charts LPEFX vs SFCWX
ALPS Global Opportunity I
Price$7.48
Change-$0.04 (-0.53%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
LPEFX vs SFCWX Comparison Chart
Loading...
LPEFX vs. SFCWX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.8B vs. LPEFX (67.6M). 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 : 32.31 vs. SFCWX (20.16). LPEFX return over 5 years is better than : 31.03 vs. SFCWX (27.21).
| 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 | 17.425 | 6.204 | 281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6M | 76.8B | 0% |
| Annual Yield % from dividends | 5.22 | 0.95 | 551% |
| Returns for 1 year | 32.31 | 20.16 | 160% |
| Returns for 3 years | 1.44 | -21.78 | -7% |
| Returns for 5 years | 31.03 | 27.21 | 114% |
| Returns for 10 years | 75.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RFNGX | 84.72 | 0.06 | +0.07% |
| American Funds Fundamental Invs R6 | |||
| MYSIX | 16.37 | N/A | N/A |
| Victory Trivalent International Sm-Cp Y | |||
| GCVCX | 26.34 | N/A | N/A |
| Goldman Sachs Large Cp Val Insghts C | |||
| CEMHX | 13.38 | -0.03 | -0.22% |
| Columbia Emerging Markets Adv | |||
| LSAGX | 19.57 | -0.11 | -0.56% |
| Loomis Sayles Global Growth A | |||