Interact to see
Advertisement
Advertisement
LPEFX vs SFCWX
LPEFX vs SFCWX Comparison
Open Charts LPEFX vs SFCWX
ALPS Global Opportunity I
Price$6.50
Change-$0.01 (-0.15%)
VolumeN/A
Net Assets61.04M
American Funds SMALLCAP World F3
Price$71.08
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets75.3B
LPEFX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LPEFX vs. SFCWX commentary
Jun 07, 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 Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. LPEFX (61M). LPEFX pays higher dividends than SFCWX: LPEFX (11.25) vs SFCWX (0.96). LPEFX was incepted earlier than SFCWX: LPEFX (17 years) vs SFCWX (8 years). LPEFX (2.72) is less costly to investors than SFCWX (0.65). LPEFX is a more actively managed with annual turnover of: 37.00 vs. SFCWX (32.00). LPEFX has a lower initial minimum investment than SFCWX: LPEFX (2500) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 4.12 vs. LPEFX (3.26). LPEFX return over 5 years is better than : 40.46 vs. SFCWX (19.10).
| LPEFX | SFCWX | LPEFX / SFCWX | |
| Total Expense Ratio | 2.72 | 0.65 | 418% |
| Annual Report Gross Expense Ratio | 2.72 | 0.65 | 418% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 0.154 | 3.165 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61M | 75.3B | 0% |
| Annual Yield % from dividends | 11.25 | 0.96 | 1,171% |
| Returns for 1 year | 3.26 | 4.12 | 79% |
| Returns for 3 years | 30.29 | 17.48 | 173% |
| Returns for 5 years | 40.46 | 19.10 | 212% |
| Returns for 10 years | 55.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| ATA.X | 0.042701 | -0.002462 | -5.45% |
| Automata Network cryptocurrency | |||
| UNFI.X | 0.203580 | -0.013884 | -6.38% |
| Unifi Protocol DAO cryptocurrency | |||
| LSK.X | 0.414206 | -0.028367 | -6.41% |
| Lisk cryptocurrency | |||
| BETH.X | 2421.125500 | -185.994870 | -7.13% |
| Beacon ETH cryptocurrency | |||
| WBETH.X | 2587.725300 | -205.144290 | -7.35% |
| Wrapped Beacon ETH cryptocurrency | |||