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LPEIX vs SCWCX
LPEIX vs SCWCX Comparison
Open Charts LPEIX vs SCWCX
ALPS Global Opportunity I
Price$7.11
Change-$0.05 (-0.70%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World C
Price$59.66
Change-$0.14 (-0.23%)
VolumeN/A
Net Assets80.31B
LPEIX vs SCWCX Comparison Chart in %
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LPEIX vs. SCWCX commentary
Aug 17, 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 LPEIX is a Buy and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 80.3B vs. LPEIX (57.8M). LPEIX pays higher dividends than SCWCX: LPEIX (10.49) vs SCWCX (0.04). LPEIX was incepted earlier than SCWCX: LPEIX (18 years) vs SCWCX (24 years). LPEIX (2.39) is less costly to investors than SCWCX (1.78). LPEIX is a more actively managed with annual turnover of: 37.00 vs. SCWCX (32.00). SCWCX has a lower initial minimum investment than LPEIX: SCWCX (250) vs LPEIX (100000). SCWCX annual gain was more profitable for investors over the last year : 9.43 vs. LPEIX (5.72). LPEIX return over 5 years is better than : 41.60 vs. SCWCX (8.67).
| LPEIX | SCWCX | LPEIX / SCWCX | |
| Total Expense Ratio | 2.32 | 1.78 | 130% |
| Annual Report Gross Expense Ratio | 2.39 | 1.78 | 134% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 4.559 | 9.172 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 80.3B | 0% |
| Annual Yield % from dividends | 10.49 | 0.04 | 26,367% |
| Returns for 1 year | 5.72 | 9.43 | 61% |
| Returns for 3 years | 37.60 | 19.02 | 198% |
| Returns for 5 years | 41.60 | 8.67 | 480% |
| Returns for 10 years | 69.45 | 33.70 | 206% |
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