LPEIX
Price
$5.75
Change
+$0.05 (+0.88%)
Updated
Jul 31 closing price
Net Assets
43.87M
SCWCX
Price
$64.56
Change
+$0.21 (+0.33%)
Updated
Jul 31 closing price
Net Assets
94.26B
Interact to see
Advertisement

LPEIX vs SCWCX

LPEIX vs SCWCX Comparison Chart in %
View a ticker or compare two or three
VS
LPEIX vs. SCWCX commentary
Aug 03, 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 Buy and SCWCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 94.3B vs. LPEIX (43.9M). LPEIX pays higher dividends than SCWCX: LPEIX (5.22) vs SCWCX (0.12). LPEIX was incepted earlier than SCWCX: LPEIX (19 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 : 10.87 vs. LPEIX (-14.04). LPEIX return over 5 years is better than : -11.15 vs. SCWCX (-12.74).
LPEIXSCWCXLPEIX / SCWCX
Total Expense Ratio1.621.7792%
Annual Report Gross Expense Ratio1.701.7796%
Fund Existence19 years25 years-
Gain YTD-4.4859.871-45%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets43.9M94.3B0%
Annual Yield % from dividends5.220.124,306%
Returns for 1 year-14.0410.87-129%
Returns for 3 years12.3123.5152%
Returns for 5 years-11.15-12.7488%
Returns for 10 years62.6459.47105%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AULNX110.012.00
+1.85%
American Century Ultra® G
TNXAX10.680.01
+0.09%
1290 Loomis Sayles Multi-Asset Income A
GSXIX54.11-0.02
-0.04%
abrdn US Small Cap Equity Inst Svc
MXMVX16.57-0.04
-0.24%
Empower Mid Cap Value Inv
CEYRX79.82-0.27
-0.34%
Calvert Equity R6