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LPEIX vs SFCWX
LPEIX vs SFCWX Comparison
Open Charts LPEIX vs SFCWX
ALPS Global Opportunity I
Price$6.75
Change-$0.02 (-0.30%)
VolumeN/A
Net Assets60.94M
American Funds SMALLCAP World F3
Price$69.22
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
LPEIX vs SFCWX Comparison Chart
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LPEIX vs. SFCWX commentary
May 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 LPEIX is a Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 73.3B vs. LPEIX (60.9M). LPEIX pays higher dividends than SFCWX: LPEIX (11.07) vs SFCWX (1.02). LPEIX was incepted earlier than SFCWX: LPEIX (17 years) vs SFCWX (8 years). LPEIX (2.39) is less costly to investors than SFCWX (0.65). LPEIX is a more actively managed with annual turnover of: 37.00 vs. SFCWX (32.00). LPEIX has a lower initial minimum investment than SFCWX: LPEIX (100000) vs SFCWX (1000000). LPEIX annual gain was more profitable for investors over the last year : 3.59 vs. SFCWX (1.40). LPEIX return over 5 years is better than : 60.13 vs. SFCWX (24.66).
| LPEIX | SFCWX | LPEIX / SFCWX | |
| Total Expense Ratio | 2.32 | 0.65 | 357% |
| Annual Report Gross Expense Ratio | 2.39 | 0.65 | 368% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | -0.441 | 0.508 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 73.3B | 0% |
| Annual Yield % from dividends | 11.07 | 1.02 | 1,082% |
| Returns for 1 year | 3.59 | 1.40 | 257% |
| Returns for 3 years | 33.68 | 17.80 | 189% |
| Returns for 5 years | 60.13 | 24.66 | 244% |
| Returns for 10 years | 58.72 | N/A | - |
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