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LPEFX vs SMCWX
LPEFX vs SMCWX Comparison
Open Charts LPEFX vs SMCWX
ALPS Global Opportunity I
Price$6.66
Change-$0.10 (-1.48%)
VolumeN/A
Net Assets65.89M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
LPEFX vs SMCWX Comparison Chart
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LPEFX vs. SMCWX commentary
Feb 23, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. LPEFX (65.9M). LPEFX pays higher dividends than SMCWX: LPEFX (5.22) vs SMCWX (0.61). LPEFX was incepted earlier than SMCWX: LPEFX (17 years) vs SMCWX (35 years). SMCWX is a more actively managed with annual turnover of: 29.00 vs. LPEFX (21.00). SMCWX has a lower initial minimum investment than LPEFX: SMCWX (250) vs LPEFX (2500). LPEFX annual gain was more profitable for investors over the last year : 11.72 vs. SMCWX (1.53). LPEFX return over 5 years is better than : 20.86 vs. SMCWX (12.97).
| LPEFX | SMCWX | LPEFX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 35 years | - |
| Gain YTD | 2.462 | 0.119 | 2,073% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.9M | 74.4B | 0% |
| Annual Yield % from dividends | 5.22 | 0.61 | 850% |
| Returns for 1 year | 11.72 | 1.53 | 766% |
| Returns for 3 years | 20.93 | 1.16 | 1,803% |
| Returns for 5 years | 20.86 | 12.97 | 161% |
| Returns for 10 years | 64.64 | 44.71 | 145% |
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