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LPEFX vs SMCWX
LPEFX vs SMCWX Comparison
Open Charts LPEFX vs SMCWX
ALPS Global Opportunity I
Price$6.49
Change+$0.04 (+0.62%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$67.91
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
LPEFX vs SMCWX Comparison Chart
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LPEFX vs. SMCWX commentary
Dec 23, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 73.6B vs. LPEFX (64.7M). 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 : 14.04 vs. SMCWX (4.27). LPEFX return over 5 years is better than : 23.21 vs. SMCWX (12.92).
| 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 | 12.967 | 3.117 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.7M | 73.6B | 0% |
| Annual Yield % from dividends | 5.22 | 0.61 | 850% |
| Returns for 1 year | 14.04 | 4.27 | 329% |
| Returns for 3 years | 7.24 | -11.74 | -62% |
| Returns for 5 years | 23.21 | 12.92 | 180% |
| Returns for 10 years | 68.20 | 38.25 | 178% |