LPEIX
Price
$5.64
Change
-$0.01 (-0.18%)
Updated
Jun 2 closing price
Net Assets
44.6M
SCWCX
Price
$66.07
Change
+$0.42 (+0.64%)
Updated
Jun 2 closing price
Net Assets
88.9B
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LPEIX vs SCWCX

Header iconLPEIX vs SCWCX Comparison
Open Charts LPEIX vs SCWCXBanner chart's image
LPEIX vs SCWCX Comparison Chart in %
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LPEIX vs. SCWCX commentary
Jun 04, 2026

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 Hold and SCWCX is a Hold.

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FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 88.9B vs. LPEIX (44.6M). LPEIX pays higher dividends than SCWCX: LPEIX (5.29) vs SCWCX (0.15). LPEIX was incepted earlier than SCWCX: LPEIX (18 years) vs SCWCX (25 years). SCWCX (1.77) and LPEIX (1.70) have similar cost to investors . SCWCX is a more actively managed with annual turnover of: 41.00 vs. LPEIX (31.00). 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 : 18.43 vs. LPEIX (-12.81). LPEIX return over 5 years is better than : -7.66 vs. SCWCX (-9.08).
LPEIXSCWCXLPEIX / SCWCX
Total Expense Ratio1.621.7792%
Annual Report Gross Expense Ratio1.701.7796%
Fund Existence18 years25 years-
Gain YTD-6.14611.726-52%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets44.6M88.9B0%
Annual Yield % from dividends5.290.153,482%
Returns for 1 year-12.8118.43-69%
Returns for 3 years16.8533.0051%
Returns for 5 years-7.66-9.0884%
Returns for 10 years56.2466.0185%
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